Matt Irving, CFP®, CIMA®

Matt is an Advisor at Ulrich Investment Consultants. His interest and passion in the financial services industry began when he interned at Ulrich while obtaining his undergraduate degree in in Spokane, WA. Matt has held roles with a global investment management firm, Natixis Investment Managers, and a multi-family office based in Nevada.

Matt rejoined Ulrich in 2022 and now works as an advisor for the Firm. Acting as a holistic, fiduciary advisor, he works closely with clients to develop and implement comprehensive financial plans. He also advises and serves as a primary point of contact for the Firm’s ERISA-covered relationships.

Matt graduated Summa Cum Laude from Gonzaga University with a Bachelor of Business Administration (Finance Concentration) and has obtained his CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst® certifications.

Matt, his wife and son currently live in Las Vegas, Nevada where they enjoy outdoor activities and volunteering in their local community.