Matthew Rigby, CFP® AIF®
Matt Rigby is a financial advisor with Diversify and has been with the team since 2016. He has a BS in Communications Studies from the University of Texas Rio Grande Valley and has also completed a Professional Personal Financial Planning Certificate from Utah Valley University. He helps families, individuals, and businesses with comprehensive financial planning, and strives to bring confidence and education to investors seeking financial independence. During his time at Diversify, he has spent time mentoring under CEO Daniel Luke and has spent extensive time dealing with high net worth families as well as participating in all aspects of the day to day operations and trading of the firm.
He holds the CERTIFIED FINANCIAL PLANNER™ Certification which has been considered the standard of excellence for financial planners. Those who have obtained this designation have met extensive training and experience requirements and commit to the CFP Board’s ethical standards that require them to put their clients’ interests first. He also has the ACCREDITED INVESTMENT FIDUCIARY Designation (AIF®) which focuses on fiduciary standard and building and maintaining qualified plans for businesses to meet specific needs for owners and employees.
He also originates mortgages in addition to comprehensive financial planning through RAN LIFE Home Loans (NMLS #2072077).
He lives in North Salt Lake, UT and is an avid Skier and has recently discovered mountain biking. He enjoys being in the mountains, going to the park with his mini golden doodle Oakley, and spending time with friends and family.
Check the background of this financial professional on FINRA’s BrokerCheck.
Licenses and Registrations:
• Certified Financial Planner™
• Accredited Investment Fiduciary (AIF®)
• Series 7 General Securities Representative
• Series 66 Uniform Combined State Law
• Utah Life, Health & Accident, Variable Contracts
• Mortgage Loan Originator License (NMLS #2072077)