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Price Financial Group | Financial Advisors | Beaverton, Oregon

Price Financial Group | Financial Advisors | Beaverton, Oregon

  • Home
  • About
    • Why Us?
    • Our Process
  • Team
    • Our Team
    • Bo Caldwell, CFP®, ChFC®
    • Matt Sudol, CFP®
    • Matt Mai, AAMS®
    • Rebecca Lovincey
    • Benjamin Hosseini
    • Erin Burke
    • Mikela Rapattoni
    • Brandt Oxley
  • Services
  • Radio Show
  • Recent Posts
  • Contact

Matt Sudol, CFP®

Wealth Manager

Matt Sudol, CFP®

I pride myself in following the golden rule of treating others as I’d like to be treated and I take that to the next level when it comes to financial advice. I prefer to advise clients as if they were my own family members or better yet put myself in their shoes. I enjoy building great long term, open and honest multi-generational client relationships. In addition, I like to be well known for always going the extra mile to make sure the fiduciary obligation is fulfilled. At our firm we approach things as a team and my specific role is to take a deep dive into financial plans to create the most accurate roadmaps for our clients. Together with Bo and Matt Mai you have several decades of experience assisting you in deciding what path is best for you and your family.

I graduated from Portland State University with a degree in business and finance. I have been in the financial services industry for 12 years. Prior to join Price Financial Group I spent over a decade serving families as a wealth management relationship manager on the Westside of Portland.

When I’m not working, I enjoy spending time with my wife and daughter as well as other family I have in the Portland area. In my free time I also like top spend time fishing and traveling as much as possible.

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Recent Posts

  • 7 Things to Know About Social Security Before Starting Benefits
  • 3 Tax-Planning Strategies to Deploy Year-Round
  • How Will the SECURE 2.0 Act Affect Your Retirement?
  • Tax Changes for the New Year
  • Splitting Stocks

Recent Radio Shows

May 1, 2022 | Best of Investing Simplified

April 24, 2022 | Best of Investing Simplified

April 17, 2022 | Episode 16 | Mortgage Rate Hikes and Economic Cycle

April 10, 2022 | Episode 15 | Unemployment rate and Social Security options

April 3, 2022 | Episode 14 | Value of working with an advisor

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Call: (503) 253-3000

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Recent Posts

  • 7 Things to Know About Social Security Before Starting Benefits
  • 3 Tax-Planning Strategies to Deploy Year-Round
  • How Will the SECURE 2.0 Act Affect Your Retirement?

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Part 2A Firm Brochure

Part 2B Brochure

(503) 253-3000
16100 NW Cornell Rd
Suite 140
Beaverton, OR 97006

2022 Copyright © All Rights Reserved. Price Financial Group Wealth Management, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Price Financial Group Wealth Management, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Price Financial Group Wealth Management, Inc. unless a client service agreement is in place. Price Financial Group Wealth Management, Inc. provides strategies for estate and / or tax planning. These strategies do not constitute tax or legal advice. Consult legal or tax professionals for specific information regarding your individual situation.