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 Estate Planning Opportunity Hiding in Plain Sight

Step-up in basis is one of the most valuable tools in estate planning. It's also one of the most passive, which is exactly why it so rarely gets the …

Read more
Selling Your Business? Smart Tax Strategies to Maximize After-Tax Proceeds

Most business owners tend to focus on what they’ll sell for. Far fewer focus on what they’ll actually keep. And without a coordinated plan, taxes can …

Read more
When Affordability Isn't the Question Anymore, That's When Things Gets Interesting

Lifestyle creep doesn't break anything. It just quietly reshapes the assumptions underneath everything else, usually before anyone thinks to look.

Read more