Matt
Karlson

Matt Karlson, CFP^®, is an Advisor with Signature Estate & Investment Advisors, LLC (SEIA) in Salt Lake City. He provides personalized, goal-based, financial planning and comprehensive wealth management services to affluent families in Utah and the broader mountain-west region. Matt believes that peace of mind flows from financial health, and he is motivated to help clients and their families work toward their long-term goals.

Prior to joining SEIA, Matt worked at Fidelity Investments in several wealth management capacities. Most recently, he worked with C‑Suite and Board level executives of various publicly traded companies with an emphasis on equity compensation, tax reduction / tax-efficient investing, and long-term income planning. Prior to that, Matt advised families with assets in excess of $10m as a member of Fidelity’s Private Wealth Management group. This work included designing and implementing holistic financial plans encompassing retirement income planning, estate planning, and multigenerational wealth transfer strategies.

Matt is a CERTIFIED FINANCIAL PLANNER^® professional and holds his Series 7 and Series 66 securities licenses, along with life and health insurance licenses (UT Insurance License #1084727). He graduated cum laude from Villanova University with a B.A. in Economics and Political Science, and minors in Business and French. When not at work, Matt enjoys skiing, mountain biking, backpacking, gardening, and cooking together with his wife, Caroline.