Matt Zuleger, CFP®

Matt
 

Matt Zuleger, CFP®

Certified Financial Planner™

 

Phone: 262.429.1555

Email: [email protected]

West Bend Office
 
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​Matt's Credentials​ 

About Matt

Matt has been doing comprehensive financial planning since 1997. Matt joined Augustine Financial in 2007. This change has allowed him to retain true independence to do what he feels is in the best interest of his clients, with no proprietary conflict. Matt enjoys guiding families through the financial planning process and helping them achieve their ever-changing goals while living with passion and purpose, free from financial worry.

Matt and his wife, Ann, reside in West Bend and have been married since December 28, 1996. He is the father of four and is actively involved in his church and community. Matt is a former treasurer and youth discipleship chairperson of Shepherd of the Hills Lutheran Church (WELS). He has coached both West Bend Little League and Good Shepherd girls’ basketball. He is passionate about spending time with his family and likes to get loud on game-day by cheering on Zachary, Faith, Isaiah, and Ellis at their sporting events. Go Rams! Go Chargers! Go Warriors!

Q & A

What do you enjoy most about your work?

I am so thankful to have gotten into this line of work. I am truly blessed for all the relationships and friendships I have made since starting in 1997.  I love being introduced and getting to know people, explaining to them what they already own, and then working together on creating a plan to achieve their goals. 

 

Most important trait needed to perform your job?

I love to listen. I value the trust that people have in me.

 

Where can we find you when you’re not working?

  • At the game – With four kids who all love to play, you will often find me standing on the sidelines of the soccer or football field, in the gymnasium cheering on the volleyball or basketball team, or at the diamond taking in a baseball game. 
  • Spending time outside – Hiking with our family and miniature shih tzu, Zoe.
  • Riding my scooter around town – Did I mention it’s only 4.5 miles to our downtown West Bend office from my home?
  • Rooting for my Minnesota sports teams – Go Twins! SKOL Vikings!

Credentials

Education

Wisconsin Lutheran College – BA, Business (Finance emphasis)

Financial Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP®)