Matthew Witten
Certified Financial Planner
Lake Oswego Wealth Strategies
Financial Planning (Insurance/Investments)
503-542-9422
Be there when people need you and give people the tools and knowledge to help themselves. These are two of the things that I learned growing up in the Dalles, Oregon. I have been helping people navigate the areas of Medicare, Insurance, and Financial Services for the past 12+ years.
My goal when helping clients to empower them with knowledge, so, they can make informed decisions when choosing their Medicare plan. After the plan is chosen, I continue to show clients how navigate their plan, accessing benefits/services when needed. If you cannot get the answer from the insurance company, I will be there to help.
My wife and I live in NE Portland along with my two children. As a family we like to spend time at the local parks, hiking, and having playdates around town for the kids. Please feel free to send an email or give me a call. I look forward to hearing from you.