Matthew Litzler, CFP®

Matthew Litzler, CFP®

Matthew Litzler joined Waverly Advisors in October 2025, following the firm’s acquisition of Pacific Portfolio. As a Partner and Wealth Advisor, he brings over two decades of expertise in investment and wealth management. Matthew is passionate about helping clients define, pursue, and achieve their financial goals with confidence and clarity.

Outside of his professional life, Matthew is an Eagle Scout and enthusiastic outdoorsman. He enjoys spending quality time with his family and exploring the scenic hiking trails around Seattle.

Education

  • Master of Business Administration, Oklahoma State University
  • Bachelor of Business Administration in Finance and Economics, University of Oklahoma

Professional Affiliations

  • CFP®

Ask Me About:

  • Investment Management
  • Retirement Planning
  • Estate Planning
  • Tax Planning
Top