Verified recordInvestment Management

Matt Burklund

Owner at Vault Insurance & Investments

Based in Seattle, United States

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Seniority

C-Team

Department

General Business & Management

Location

Seattle

Industry

Investment Management

Company size

18

Contact information

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Email

1 credit

m•••••••@choosevault.com

Phone

5 credits

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Background

About Matt Burklund

Matt specializes in helping individuals and small business owners protect their future by implementing and optimizing insurance and investment plans. He helps people transition from work to retirement. Matt started in the industry in as an advisor for a firm that focused on helping small business owners and individuals. After some time there, Matt worked at the Tax and Financial Group as an Investment Advisor. Matt is a managing partner for Vault Insurance & Investments dba Cornerstone Financial Services and Basin Pacific Insurance in Renton. Matthew is licensed with his Series 65 security registration. He has also obtained his life, health, disability, property, casualty, and long term care insurance licenses. Matt grew up in Oregon City, OR and graduated from Beaverton High School. He earned his B.S. Degree. He is married, has two children and lives in Renton WA.

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