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portrait of Matthew J Ports
FINANCIAL ADVISOR

Matthew J Ports

CFP®
6500 Jefferson St NE Suite 130, Albuquerque, NM 87109opens in a new window
CallSend Me a Message

About Matthew

Audrey, my branch office administrator, and I believe it is important to invest our time in understanding what your goals are before you invest your money. Working closely with you and your CPA and attorney, I can help determine the most appropriate financial strategy for you and your family. I can also help you position your retirement savings so that you will have more options when you retire, regardless of where life takes you. I regularly work with small business owners to evaluate their business retirement plans and transition strategies.

My family has lived in Albuquerque and the surrounding area for...

Focus Areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Special Needs Financial Considerations
  • Employee Stock Options
  • Wealth Strategies

Work History

  • Edward JonesMay 2015 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Univ of New MexicoBachelor of Science

Personal Interests

  • Hiking
  • Spending Time with Family
  • Reading
  • Snowboarding
  • Skateboarding

Team Members

  • Audrey Aragon
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 03:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(505) 344-2318

Fax

(855) 680-6123

Office Address

6500 Jefferson St NE Suite 130
Albuquerque, NM 87109opens in a new window

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