Matthew R. Pogirski
UNBURDENED FINANCIAL PLANNING
Wasilla, AK
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CRD#: 6930755
Professional summary
Matthew R Pogirski, who also goes by Matthew Robert Pogirski, is a registered financial advisor currently at UNBURDENED FINANCIAL PLANNING located in Wasilla, Alaska.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Matthew has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
I would love to meet you and be able to share with you my story where Jesus is the hero. I would love to hear yours!
I started Unburdened Financial Planning after having worked at a very large, nationwide broker dealer. While I and my colleagues worked to provide good advice and do what was best in our client's interest, I was not at peace. I was driven by my client's stress of how much money they were making, how much they had, did they make more than their friend, etc.? I was pushed by how much money I was making, how many reward trips did I earn, who did I make more money than, should I sell something just to make more money, etc.? I felt like so much of the conversations and efforts were focused on the "what" and "how" of planning. I was not pursuing peace. I was pursuing things. I was pursuing my value in my accomplishments. As a loving, father, God brought me to a point where I could see these things to be true in my life.
I believe that working as a fee-only, fiduciary planner is the best way for me to provide peace focused counsel. Jesus is the Prince of Peace. When we focus on Him is when we feel peace. Our security and worth is tied up in Him not in what we have or what we do. I help clients focus on the following questions: Who is God? What does God do? Who am I? and finally with those answers in mind answering the all-important, what should I do?
What is your "why" for your financial planning needs? What does God think of when He thinks of you? What are the good things He planned for you long ago? I'd love to help you in answering these questions and building a plan to use the resources He has given you to accomplish them!
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matthew Robert Pogirski
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew R Pogirski's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneEducation
The University of California - Berkeley
Program in Personal Financial Planning
2023
Cedarville University
2015
Liberty University
BS - Accounting
2009
Experience
Current
December 5, 2023 - Present
UNBURDENED FINANCIAL PLANNING
RIA
CRD#: 328597
Wasilla, AK
Past
June 18, 2018 - August 25, 2023
EDWARD JONES
RIA
CRD#: 250
ANCHORAGE, AK
Past
May 22, 2018 - August 25, 2023
EDWARD JONES
BD
CRD#: 250
ANCHORAGE, AK
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Alaska(12/5/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
UF
UNBURDENED FINANCIAL PLANNING
UNBURDENED FINANCIAL PLANNING | UNBURDENED FINANCIAL PLANNING, LLC
CRD#: 328597 / SEC#:
Alaska
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Contact information
Main Address
Wasilla, AK
Mailing Address
Phone number
(907) 290-8935
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 36 |
| AUM (Assets Under Management) | $ 4,319,318 |
Red Flags
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