Matt Zuleger CFP®
CERTIFIED FINANCIAL PLANNERĀ® Professional West Bend, WI Office
Since 1997, I have dedicated myself to comprehensive financial planning, and in 2007, I joined Augustine Financial. As a CERTIFIED FINANCIAL PLANNER® Professional, my passion lies in guiding families through the financial planning process, helping them navigate their ever-evolving goals while living with passion and purpose, free from financial worry.
I am truly thankful to have embarked on this incredible journey in the financial planning field, a path I ventured onto back in 1997. Over the years, I have been blessed with countless friendships that have enriched my life in ways I could never have imagined. Each day, I find immense joy in meeting new people, understanding what they already own, and collaborating with them to create plans that align with their aspirations. Listening is a passion of mine, and I deeply value the trust people place in me as we work together toward achieving their goals.
My wife, Ann, and I have been happily married since December 28, 1996, and we reside in West Bend. Together, we are blessed with four wonderful children. I am actively involved in our church and the vibrant West Bend community. Currently, I have the privilege of serving as president of the West Bend Noon Rotary Club and am a member of the investment committee for Wisconsin Lutheran College. I am also a fervent supporter of small businesses in downtown West Bend.
As a family, we cherish our time together, whether it’s taking annual vacations to explore the breathtaking National Parks across the United States, enjoying bike rides along the Eisenbahn State Trail through downtown West Bend, or indulging in creative LEGO builds at home. Born and raised in Minnesota, my heart beats for the Vikings and the Twins. SKOL Vikings! Go Twins!