Matthew Gjevre

Associate Financial Planner

I am the newest member to join the Berkeley team as the Associate Financial Planner. I will be assisting in all aspects of our planning services for our clients.

After graduating with a B.A in Marketing and a Finance minor from BSU I took a position with Clearwater Analytics. There I discovered my passion for investing and assisting others with their investments. From my experiences growing up, it became important to me to pursue education and knowledge that would allow me to assist those in need of financial guidance. I began the long journey of working towards the Chartered Financial Analyst designation. I hope to achieve the charter in the coming years, then set my sights on the CFP ®. I want to be as equipped as possible to help our current and future clients with their finances, whether it be recommending asset allocations for a their portfolio, talking through monthly expenses for retirement, or simply understanding what a stock is. 

Life Outside Work

I grew up in Coeur d' Alene Idaho. I loved playing baseball and basketball growing up. My life goal is to visit 30 MLB stadiums. I am currently at 4 with a 5th planned this year! One day I will be a little league coach, you can count on that!

After completing school at BSU in 2019 I remained in Boise. I love the northern part of the state, but I have grown to love Boise even more! Now, I fill my time with weightlifting, running, pickleball, and hiking. I am always ready for a weekend adventure in the Treasure Valley. I hope to travel internationally to both Greece and Japan in the coming years.
 

baseball field arial view

Favorites

  • Hobby: Anything that gets my heart rate up (lifting, hiking, playing with my roommates dog….etc.)
  • Author: David Goggins
  • Book: Financial Freedom
  • Athlete: Lebron James aka LeGoat
  • Animal: Cat