Matt Van Maanen CFP®, WMCP®, CAP®, ChFC®, and CASL® shares his unique expertise at the intersection of real estate investment and wealth management. Dial in as we unpack his strategic approach to securing a sustainable financial future, both for himself and his clients. From managing extensive property portfolios to mastering estate planning, he offers key insights on achieving long-term success and stability in these vital areas.
What you’ll learn from this episode
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The vitality of planning for future generations and protecting wealth
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A unique approach to property management
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Benefits and risks of investing in smaller towns vs. larger cities
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Expert tips on effective estate planning
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Why you must balance business success with personal fulfillment
Resources mentioned in this episode
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Killing Sacred Cows by Garrett B. Gunderson and Stephen Palmer | Paperback and Hardcover
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The 7 Habits of Highly Effective People by Stephen R. Covey | Kindle, Paperback, and Hardcover
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What Would Billionaires Do? by Garrett Gunderson
About Matt Van Maanen CFP®, WMCP®, CAP®, ChFC®, CASL®
Matt Van Maanen has been with Financial Architects since 2007. He specializes in helping business owners, families, and individuals accomplish their goals by developing and implementing unique, custom-designed financial strategies. He is a graduate of Central College in Pella, IA, and has obtained the designations of Certified Financial Planner® (CFP®), Wealth Management Certified Professional (WMCP®), Chartered Advisor of Philanthropy (CAP®), Chartered Financial Consultant (ChFC®), and Chartered Advisor for Senior Living (CASL®). In 2023 and 2024, he was recognized by Forbes & Shook Research as a Best-in-State Financial Security Professional.
Connect with Matt CFP®, WMCP®, CAP®, ChFC®, CASL®
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