Matt Pulsipher

Partner Advisor

CFP®, ChFC®, NSSA

Matt Pulsipher is a Partner Advisor in Allworth Financial's Vancouver, WA office. He has been providing financial services to families and businesses since 2000. He customizes investment strategies to align with his clients' income and growth needs while respecting their individual risk tolerances. In addition to his advisory work, Matt is passionate about educating the public on retirement income strategies, Social Security, and effective saving techniques at local community colleges and venues across the country. Matt resides in Hockinson, WA, with his wife, Viki, and their four children. In his free time, he enjoys waterskiing, basketball, CrossFit, and cherishing moments with his family.

Latest Insights


The Mirage of Complexity: Is Your Portfolio Diversified… or Just Overengineered?

Your investments might look and feel like they’re diversified. But what happens when you look under the hood?

Read more
How to De-Risk a Concentrated Stock Position: 3 Steps for HNW Investors

Does a single stock dominate your portfolio? That comes with big risks. Here’s how to start diversifying with purpose and precision.

Read more
Revocable vs. Irrevocable Trusts: Which Is Right for Your Estate Plan?

Do you want control… or protection? Here’s how high-net-worth investors should think about the trade-offs that come with the two main kinds of trusts.

Read more