Matt Marr, CPFA photo

Matt Marr, CPFA

Financial Advisor, RJFS

Biography

Licenses and Certifications:
Series 7, 63, 66
Investment Adviser Representative
Certified Plan Fiduciary Advisor
Insurance licensed: life, health, and variable lines

 

With over 20 years of experience as a financial advisor, Matt has a true passion for helping people pursue their financial goals. As a Certified Plan Fiduciary Advisor (CPFA), Matt is also extremely proud of the reputation the Commerce Company has earned as a leading advisor to employer-sponsored retirement plans.  He joined The Commerce Company in 2018 after 12 years with a large bank.

Matt appreciates the increased autonomy of being an independent advisor and the resources and support of The Commerce Company’s experienced administrative team, a combination which he believes allows him to serve his clients better now than ever.

He graduated from the University of Montana with a Bachelor of Science degree in Business Administration and Finance. He spends his leisure time with his wife and two children, and enjoys golfing, skiing, cooking, and coaching youth athletics.

 

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