Advantis Wealth Management
Available through CUSO Financial Services, L.P.
We can help you solidify your financial future
Start making money decisions that matter for you
Our CFS* advisors can help
Advantis Wealth Management*
(Available through CUSO Financial Services, L.P.)
Although “wealth” is in our name, you don’t need to be wealthy to benefit from our services. We help members of all ages and in all life stages meet their financial goals. Whether you’re just starting out or a seasoned investor, we have the experience to help you invest, manage and distribute your wealth for a lifetime.
Advantis Wealth Management services:
|Comprehensive financial planning
We'll help you assess your current financial situation and top priorities, review your goals and concerns, and provide personalized recommendations to help make sure the actions you're taking now support the future you have in mind.
|Retirement planning strategies
We can help you review your retirement goals and build a plan to help you reach them. By identifying savings gaps, consolidating your retirement assets and helping you determine your long term care Insurance needs, we can help guide you through the expected challenges.
Wealth transfer strategies**
Qualified retirement plan rollovers***
|Life insurance & long-term care.
Our CFS* team offers a variety of insurance options to protect your family and assets, including term life, long-term care, whole life/permanent, and business owner coverage to ensure efficient transfers
As a CERTIFIED FINANCIAL PLANNERTM professional, Matt voluntarily agrees to meet rigorous education, examination, and experience standards set by the CERTIFIED FINANCIAL PLANNER Board of Standards Inc. (CFP Board), the financial planning industry’s only nonprofit professional regulatory organization. Matt’s distinguished status as a CERTIFIED FINANCIAL PLANNERTM practitioner means he has the long-term experience, in-depth knowledge, and high personal ethics to provide excellence in financial planning. If you are looking for a financial planner who will take a holistic, personalized approach to bring all the pieces of your financial life together, schedule a consultation with Matt.
|Matt’s client service philosophy:
“I help our members identify and achieve their long-term financial goals through the development of a customized financial plan, integrated with investment management. It’s the combination of these two that help our members address the changes that happen through the many stages of their lives.”
|Proud Oregonian and dad.
Matt is a native Oregonian and proud husband and father. He is an avid golfer and enjoys travelling the Pacific NW to play its many scenic courses. His other passions include music, and cooking.
FINRA Series 7, 66 and 24 Securities Licenses
Securities licensed in OR, AZ, CA, ID, LA, RI, SC, WA, GA, CO, MN, NM, NY, PA, TX, UT and WI
Insurance licensed in Oregon (#7272041), Washington (#790730),
Arizona (#1158131), California (#0I79216), Montana (#771004), Idaho (#785564) and Utah (#731712) CERTIFIED FINANCIAL PLANNERTM Chartered Retirement Planning Counselor (CRPC®) B.S Business Administration, Southern Oregon University
B.S Human Communication, Southern Oregon University
Andrew Eggert is a CFS* Wealth Management Investment Advisor at Advantis Credit Union, helping clients with their finances for over a decade. He combines financial knowledge, experience and education to help his clients plan towards and achieve their goals with confidence, throughout a variety of market conditions and life circumstances. He draws on his diverse skillset to help clients both prepare for and persevere through anticipated and unexpected life events.
With a commitment to his clients and his community, Andrew serves on a charitable board and volunteers extensively with families in the foster care system. With a personalized approach towards holistic financial wellness, Andrew draws on his diverse experiences to help clients grow, maintain and pass on their wealth. If you are looking for a financial professional who truly listens to you and educates you regarding your choices and risks, setup a time to connect with Andrew.
|Andrew’s financial philosophy:
“I help our members achieve and stress test their financial wellness through efficient strategies, keeping in mind that over time your goals may change. By understanding your full balance sheet of assets, liabilities, protection and liquidity I help you be more informed and confident about your money.”
Andrew has lived in the Pacific Northwest more than 15 years. In addition to his extensive financial background, Andrew’s diverse experiences include professional chef, family farmer, experienced SCUBA diver, community volunteer, and Alzheimer’s care giver. His other passions include music, real estate, outdoor recreation and adventure travel.
FINRA Series 7, 63 & 65 Securities Licenses
State Life and Health Insurance licenses
Speaks English and Spanish
experience in the financial services industry, he is still constantly striving to learn more in order to
best serve our members and support our financial advisors.
|Cody’s client service philosophy:
"I am constantly striving to provide our members with the most efficient and professional service possible. I am happy to get the chance to participate in improving the financial lives of our members."
|More about Cody
Cody loves living in Portland and is proud to work with the members of our community. When out of the office, he enjoys playing guitar and expanding his record collection. Cody is an enthusiast of college football, trivia and folk music.