Matthew Witten
Certified Financial Planner
Lake Oswego Wealth Strategies
Financial Planning (Insurance/Investments)
503-542-9422
I was born and raised in California until 1991 when my husband and I were looking for a better place to raise our two young sons and ended up in the Portland area. My husband and I were college sweethearts. We have 2 adult sons, 4 granddaughters and one grandson (born on my birthday during Covid). Both boys live out of state (the oldest in Germany), so our hobbies and favorite things to do are traveling to visit both families. We especially enjoy traveling in Europe when we visit Germany.
We love living in the Northwest and have both built our careers in the insurance industry here for the last 25 yrs. I had been in the voluntary insurance Market until 2019 when so many long-term clients were getting older and started asking about Medicare. I love to help my clients in any way possible and realized a need to educate myself on Medicare to better assist them. I’m passionate about working closely with my clients to help navigate the often-confusing world of Medicare, making certain they choose the best option to meet their individual needs.
I have personally been on Medicare for several years, so I understand the challenges in navigating the rules, timelines and determining the best coverage/solution that will work with your doctors and medications. Whether you are new to Medicare or would just like to review your existing plan, I am here to help you.
I am confident I can be a valuable resource in your Medicare journey. Please feel free to call or email me today.