Matt McAleer

As our team’s Associate Wealth Advisor, Matt is committed to helping clients make confident and informed financial decisions. Recognizing that each client has a unique set of needs, goals, and values, he approaches every relationship with a personal touch, helping create comprehensive financial plans that empower clients to make informed choices. By combining his technical experience with a focus on financial education, Matt helps clients simplify complex concepts and build clear, actionable strategies. His goal is to help make financial planning approachable and manageable, allowing clients to focus on what matters most in their lives.

Matt attended Wartburg College, where he studied accounting and finance. After graduating, he earned his Certified Public Accountant (CPA) license, marking the beginning of his professional career in public accounting. He brings more than six years of experience from his time at KPMG, where he worked with a diverse range of clients and developed a disciplined, detail-oriented approach to financial analysis and planning.

Building on this foundation, Matt went on to earn his Retirement Income Certified Professional (RICP) designation in 2026, deepening his knowledge in retirement income planning and equipping him to help clients navigate the complexities of building sustainable and tax-efficient income in retirement.

Outside of the office, Matt enjoys traveling and exploring new cities with his wife, Allison. A former college golfer at Wartburg College, he still enjoys spending time on the course and staying active. Recently, he and his wife completed both a half marathon and a Hyrox race together. This year marks an especially meaningful new chapter as they welcomed their first child, a daughter. Matt is embracing this new phase of life with gratitude and excitement.

Matt McAleer is not affiliated with Cetera Wealth Services LLC, Member FINRA/SIPC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is in no way related to Cetera Wealth Services LLC or its registered representatives.