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Matthew Ivester

Senior Financial Planner

Matt is a CERTIFIED FINANCIAL PLANNER® (CFP®) based in Salt Lake City, Utah. He’s been in the financial services industry since 2021 and has helped hundreds of lovely individuals and families reach their financial goals. He comes to Facet with experience in financial planning, investment markets, brokerage and trading, and is especially experienced with workplace retirement plans. Matt’s comprehensive planning focuses on cash flow management, Investments, equity compensation, tax awareness, retirement, education planning, and goal-based planning. He believes that great financial planning turns complex financial decisions into a clear, actionable path forward. A path where members understand not just what to do, but why it makes sense for them and how it pushes them closer to their goals.

Outside of Work, Matt enjoys spending time with his wife Olivia and their dog Roswell. He is an avid golfer and skier, and he has seen far more stand-up comedy than he’d care to admit.

Education: University of Utah, B.S.

“Waste no more time arguing about what a good man should be. Be one.” - Marcus Aurelius, Meditations

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Get to know Matthew

My Wife Olivia and I after hiking Angels Landing in Zion national park

Enjoying a day on the links, if there was a water hazard on this hole my ball likely found it

My wife and I visited France, Greece, Turkey, Malta, and Spain this past summer. This picture was taken as we approached the Island of Santorini below the City of Fira

What is the best piece of advice you were ever given?

“When you don’t know where to go, go where you’re needed.”

If you could have any skill in the world, what would it be?

To have perfect recall, I’d be unstoppable at trivia night.

What book, movie, music, etc. changed your outlook on life?

The Secret Life of Walter Mitty. Great film. It changed my outlook on what it means to be “ready”. If you wait for the “perfect” time to do something, you’ll be waiting awhile and it may never come. Sometimes you just have to take the leap and you’ll surprise yourself about what you are capable of.

What’s the top destination on your must-visit list?

Chamonix, France to ski in the shadow of Mont Blanc. I’d love to test myself in the same terrain that generations of skiers and mountaineers did before me.