Matt Rufkahr, CFS®

Matt Rufkahr, CFS®

1451 High Street, Suite 215
Washington, MO 63090
mygenfinitywealth.com

Matt was born and raised in New Melle, Missouri, a small town in western St. Charles County. He graduated with a B.S., from the University of Missouri-Columbia with a degree in Consumer and Family Economics with an emphasis in Personal Financial Management in 2000. In 2007, Matt earned his CFS® designation as a Certified Fund Specialist.

Prior to starting GenFinity Wealth Management, Matt worked as a trader in the money management department for a brokerage firm in St. Louis for 2 years. In June 2002, Matt moved to Washington, Missouri and joined LPL Financial and began working with individual and corporate clients as a Financial Advisor. In June 2015 Matt aligned his practice with Cornerstone Wealth Management LLC, a Registered Investment Advisor (RIA) and Matt feels his personal and professional values and goals are exemplified through GenFinity Wealth Management and the partnerships with Cornerstone Wealth Management and LPL Financial. Matt says, “Working with clients to navigate challenges and achieve their goals is exciting! I have learned that life is not perfect and being able to adapt and plan around financial and life challenges is an integral part of my role as a trusted advisor. For those of us with a passion for investing, client service and professional excellence, true independence means I am able to realize a commitment to my profession, my community and the financial success of my clients – while taking full advantage of LPL’s and Cornerstone’s excellent back-office support, regulatory expertise and oversight, and an extraordinary commitment to state-of-the-art technology. "Providing a sound and objective wealth management plan is an incredible responsibility that I do not take lightly. My goal for my clients is that they reach their goals in the most effective and efficient way."

In addition to his work at GenFinity Wealth Management, Matt spends volunteer time as a school board member at Our Lady of Lourdes Catholic School, as well as Lourdes Church and the Four Rivers Area YMCA. Matt resides in Washington with his wife Carrie, who spends part of her professional time at GenFinity WM as an executive and advanced planning insurance benefits representative, and their daughters Faith and Grace. His hobbies include hunting, golfing, skiing, running, Mizzou athletics, STL sports and spending time with family.

GenFinity Wealth Management is a separate entity from LPL Financial.

 

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