Matt Bowden

CFP®, ChFC®, CLU®
Senior Wealth Strategist

Meet Matt
(HE/HIM)

Matt Bowden is a Senior Wealth Strategist based in Ann Arbor, Michigan with 17 years of experience in the field.

Matt Bowden, a Canton native, joined Two Bird Wealth Strategies because of the positive reputation that they have in the community and how the team focuses on exceeding clients’ needs and upholding the highest standard of service. Matt is passionate about following a disciplined, rules-based approach for client’s personalized financial plans. He believes in a simple, repeatable process to help remove emotions from investing to organize, simplify, and plan for the financial success of our clients. His mission is to be a student of life and to educate others about the profound, positive impact that sound financial planning has on people’s lives and for their families.

Matt’s passion for helping others pursue financial health was lit during his elementary years, where he observed the challenges of how disabilities of loved ones can affect family and finances. This great challenge led to helping start a small business at the age of 8 with the rest of his family. Ultimately, this drove Matt to help people to the fullest and best of his abilities by adding value to a client’s overall financial picture to help them avoid the deep emotional scars that financial mismanagement can cause.

Matt majored in Business Management and went on to obtain his Master’s in Business Administration from Cleary University, graduating Cum Laude. His areas of knowledge include Portfolio Investment Management (with a focus on Values Based Investing), Retirement Planning, Estate Planning, Life Insurance, Disability Insurance, Long Term Care Insurance, and Tax Planning. Matt is a CERTIFIED FINANCIAL PLANNER® professional, a Registered Securities Representative, and Investment Advisor Representative who holds his Series 7 registration. He also holds his Life, Health and Annuity insurance licenses, as well as the Chartered Life Underwriter (CLU®) and Charted Financial Consultant (ChFC®) designations.

Matt enjoys spending time with his wife Andrea, daughter Na Hee, son Thomas, and remembering their two Brittany Spaniels, Charlie and Barkley. He is also an avid Detroit and Pittsburgh sports fan who loves to travel, use his smokehouse, and host gatherings for family and friends.

Outside of the office, Matt focuses on giving back to his community through serving at Therapeutic Riding Inc. where he feels he can make a difference in the lives of those with disabilities to help improve their confidence and self-esteem in all areas of their lives. Matt also serves on his kids’ school PTSO.

The charitable entities and/or fundraising opportunities described herein are not endorsed by or affiliated with Cetera Advisor Networks LLC, or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored or approved by Cetera.

It isn't true that you live only once. You only die once. You live lots of times, if you know how.
Bobby Darin

Qualifications

Icon/Paid Volunteer Day Created with Sketch. Experience
  • 17 years financial industry experience
  • 7 years with Two Bird Wealth Strategies
Education
  • BS Business Administration from Cleary University
  • MBA Cleary University
2. Icon / 2. Decorative / Product / Fee Trades Copy Certifications
  • CFP®
  • ChFC®
  • CLU®
Professional Memberships
  • Financial Planning Association of MI
  • Washtenaw Estate Planning Council
It isn't true that you live only once. You only die once. You live lots of times, if you know how.
Bobby Darin

Two Bird Wealth Strategies

5263 Plymouth Rd.
Ann Arbor, MI 48105
(734) 544-5050