Matt Irving, CFP®, CIMA®
Advisor

John P. Ulrich, CFP® - President & CEO

As an Advisor at Ulrich Investment Consultants, Matt Irving partners with individuals, families, and institutional clients to deliver comprehensive financial planning and investment advisory solutions.  

Matt holds the CERTIFIED FINANCIAL PLANNER® certification and has also earned the Certified Investment Management Analyst® (CIMA®) designation, reflecting advanced expertise in investment consulting and portfolio management.  Matt works with clients and advisory teams to develop customized financial plans, guide investment strategy, and align coordination with the firm’s research and client service professionals.  

His prior experience includes roles with Natixis Investment Managers and a Nevada-based multi-family office, where he gained extensive knowledge in financial analysis, portfolio construction, and client relationship management.  His diverse experience allows him to deliver thoughtful, objective advice tailored to each client’s needs. 

Matt graduated Summa Cum Laude from Gonzaga University with a Bachelor of Business Administration (Finance Concentration).  Matt and his wife Brenna live in Las Vegas, Nevada with their son Tommy and rescue chihuahua, Stella.  Outside of work, Matt enjoys spending time with family and friends, getting outdoors, and reading.