FINANCIAL ADVISOR
Matthew Seppanen, CFP®
Welcome! I started Newpark Wealth after working for large wealth management firms for the first part of my career. They focussed on how to make the firm – not the client – more money. I set out to change that.
Favorite part of the job:
Building relationships that help families plan retirement, invest with confidence, and remain comfortably retired gives me tremendous satisfaction.
Experience:
Education:
Northwestern University, B.A. Education & Social Policy
Pepperdine University, Certificate in Financial Planning
CERTIFIED FINANCIAL PLANNER™
Professional Organizations:
CFP® Board
Financial Planning Association
National Association of Personal Financial Advisors
XY Planning Network
Fee-Only Network
When I’m not working:
My wife Denyse and I live in Park City with our three children. When I’m not working with clients here at NWM, I’m typically out enjoying Utah’s outdoors skiing, mountain biking, or playing golf - or am coaching our kids sports teams.
DEDICATED SERVICE TEAM
Charles Schwab & Co.
Newpark Wealth has selected Charles Schwab & Co., Inc. as the primary custodian for our clients’ assets. With more than 30 years of experience, Schwab helps independent, fee-only financial advisors provide their clients with a wide range of industry leading services.
THE REST OF THE TEAM
Professional Network
Newpark Wealth maintains a network of professionals whose knowledge, experience, and expertise enable us to meet any retirement income planning needs our clients face. These professionals include the following experts:
Accountants
Attorneys
Insurance
Mortgage & Banking
Charitable Giving