Matt Rufkahr, CFS
Wealth Manager and Financial Planner
Matt was born and raised in New Melle, Missouri, a small town in western St. Charles County. He graduated with a B.S., from the University of Missouri-Columbia with a degree in Consumer and Family Economics with an emphasis in Personal Financial Management in 2000. In 2007, Matt earned his CFSTM designation as Certified Fund Specialist.
Prior to starting GenFinity Wealth Management, Matt worked as a trader in the money management department for a brokerage firm in St. Louis for 2 years. In June 2002, Matt moved to Washington, Missouri and joined LPL Financial and began working with individual and corporate clients as a Financial Advisor. In June 2015 Matt aligned his practice with Cornerstone Wealth Management LLC, a Registered Investment Advisor (RIA) and Matt feels his personal and professional values and goals are exemplified through GenFinity Wealth Management and the partnerships with Cornerstone Wealth Management and LPL Financial. Matt says, “Working with clients to navigate challenges and achieve their goals is exciting! I have learned that life is not perfect and being able to adapt and plan around financial and life challenges is an integral part of my role as a trusted advisor. For those of us with a passion for investing, client service and professional excellence, true independence means I am able to realize a commitment to my profession, my community and the financial success of my clients – while taking full advantage of LPL’s and Cornerstone’s excellent back-office support, regulatory expertise and oversight, and an extraordinary commitment to state-of-the-art technology.”
We have refined a process for a select group of clients that puts all the pieces of the financial puzzle together as their life unfolds so our clients can retire and realize their financial goals.
In addition to his work at GenFinity Wealth Management, Matt spends volunteer time as a member of the Finance committee at Our Lady of Lourdes Catholic Church, as well as a past school board member of Lourdes Catholic School, a board member of Franklin County CASA and sits on the Four Rivers Area YMCA Endowment committee. Matt resides in Washington with his wife Carrie, who spends her professional time at GenFinity Wealth Management as an executive and advanced planning insurance benefits representative, and their daughter’s Faith and Grace. His hobbies include hunting, golfing, skiing, running, Mizzou athletics, STL sports and spending time with family.
Email Matt Rufkahr at email@example.com.
Matt has been awarded the distinguished honor of being named a Wealth Manager Five Star Professional 2014-2018, 2020.
*Five Star Wealth Manager Award: this award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2014, 2015, 2016, 2017, 2018 and 2020 Five Star Wealth Managers.