Matt Goren

Vice President, Wealth Advisor
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Areas of Expertise

Goal Alignment
Asset Allocation

Qualifications & Experience

  • Certified Financial Planner®
  • PhD in Psychology, University of California, Berkeley
  • MS in Psychology, University of Georgia
  • BS in Psychology, University of Florida
Schedule AN APPOINTMENTYour Wealth Portal
Chicago, IL

Media

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Words to Live By

Everything should be as simple as it can be, but not simpler.
Albert Einstein

Client Experience Professionals

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Team Members

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About

Matt brings over a decade of experience in financial planning to his role at Farther, serving clients who make the leap into a new career. He has worked with clients ranging from graduate students to expat business owners. As a career-changer himself, he has created educational programs and taught courses on topics ranging from the psychology of personal finance to investing, global financial planning, cultural psychology, and statistics.

Matt also primarily serves as CeriFi’s Vice President of Financial Planning Education, where he oversees educational program development and administration, including the Dalton Education and Dalton Review programs for students pursuing the CFP® designation. Prior to this role, his past affiliations include directorships at the CFP Board, the Global Financial Planning Institute, and the American College of Financial Services, as well as professorships at UC Berkeley and the University of Georgia.

Matt currently lives in Chicago and is a regular world traveler, hiker, and news junky.

Goal Alignment
Asset Allocation