Matt Zuleger CFP®, CKA®
CERTIFIED FINANCIAL PLANNERĀ® Professional West Bend, WI Office
Since 1997, I have dedicated my career to helping individuals and families navigate their financial lives with confidence and purpose. I joined Augustine Financial in 2007 and, as a CERTIFIED FINANCIAL PLANNER® professional and Certified Kingdom Advisor®, I enjoy helping people understand where they are today, clarify where they want to go, and create a plan to help them get there. As a Certified Kingdom Advisor®, I also value the opportunity to help clients align their financial decisions with their faith and the values that matter most to them.
One of the greatest blessings of my career has been the relationships I’ve built along the way. I love meeting people, listening to their stories, and earning their trust as we work together through life’s changing goals and seasons.
My wife, Ann, and I have been married since 1996 and live in West Bend, where we were blessed to raise our four children. More recently, becoming grandparents has brought a whole new kind of joy to our family, and we treasure this time! I am actively involved in our church and community and currently serve as president of the West Bend Noon Rotary Club, as a member of the Wisconsin Lutheran College investment committee, and on the WELS Investment Funds Board of Directors. I’m also a strong supporter of small businesses and our downtown West Bend community.
Outside of work, our family enjoys traveling to National Parks, biking the Eisenbahn State Trail, and tackling creative LEGO builds at home. Born and raised in Minnesota, I’m still a loyal Vikings and Twins fan. SKOL Vikings! Go Twins!