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 Wealth Preservation Trap: When Playing It Too Safe Can Cost You

Protecting what you've built is a reasonable instinct. But taken too far, it can introduce the very risks you were trying to avoid.

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The Year-End Planning Myth: Why Your Most Important Financial Decisions Don't Happen in December

December is a useful checkpoint. But the decisions that actually shape long-term wealth rarely wait until the fourth quarter to matter.

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Charitable Giving Is Easy. Tax-Efficient Charitable Planning Is Harder.

Donating is simple. Building a giving strategy that's integrated, tax-smart, and aligned with your family's values? That takes intention.

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