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Matt Rehberg, CFP®, CIMA®, CPFA
Wealth Management Advisor
Matt focuses his practice on helping high net worth families match their strategic investment advisory and transitional wealth needs with their personal goals. Matt develops personalized, strategic solutions based on each client’s risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with the recommendation to help clients secure their financial independence, fund college educations, implement tax reduction strategies, preserve other forms of financial achievement, and fulfill philanthropic and wealth transfer goals. He is dedicated to an advisor team approach and joins the clients' tax and legal advisors to design and implement tax efficient financial and transfer strategies.
Matt joined Merrill Lynch Wealth Management in 1999 and has been with the Firm throughout his career. As one of the select advisors to hold the Bank of America Merrill Global Institutional Consultant title and the designation of Retirement Benefits Consultant, he also works with endowments, foundations, and retirement plans to help them develop and implement financial strategies customized to their needs. He enjoys simplifying and clarifying complex issues and educating boards and committees about the impact of today's decisions on their organization's long-range goals. The services he provides include access to investment policy statement development and review, customized asset allocation modeling, investment manager search, selection, and tracking, and customized performance reporting.
Matt is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., a Certified Investment Management Analyst professional, and holds the Certified Plan Fiduciary Advisor designation recognized by the National Association of Plan Advisors. He is a graduate of Iowa State University with a degree in Finance and is also an adjunct professor at the Heider College of Business at Creighton University. He also previously served on the board of the Millard Public Schools Foundation. In his spare time, Matt enjoys coaching his children's sports teams and playing golf. Matt and his wife, Kay, live in Omaha with their three children.|
Iowa State University
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
Merrill
Wealth Strategist
Merrill
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1289891
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