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Matt Voecks

CEFEX-Certified Retirement Plan Advisor

MEET Matt

Matt Voecks is a CEFEX-Certified Retirement Plan Advisor with WIA, based in Bloomington, Minnesota. Matt has been consulting with qualified retirement plans since 2004, providing a comprehensive customized approach for plan sponsors wanting to take advantage of his experience, knowledge of plan design, and investment process. As a Qualified Plan Consultant, Matt assists his plan sponsor clients in meeting their fiduciary obligations to their participants and strategically aligns the communication effort with organizational goals. Matt is originally from Thief River Falls in northern Minnesota. He went on to study and graduate with a Finance and Economics degree from Minnesota State University Moorhead. While in college, he had an active leadership role in the Financial Managers Association. Matt lives in Mendota Heights with his wife and two boys. He enjoys working out, playing golf, snow skiing, and traveling when he's not taking care of his kids.

INDUSTRY INSIGHTS

About World

World Investment Advisors is a leading financial services firm committed to providing real results. Form trusted relationships with experienced professionals who offer a deep bench of comprehensive wealth management solutions.

Wealth Planning & Investment Management

Personalized financial planning, portfolio design, investment strategy, and performance management.

Tax & Estate Planning

Risk management and estate planning to align your wealth with your financial plan, goals and legacy.

Retirement Plan Solutions

Customized retirement plan design, administration, and participant education.

Business Protection & Benefits

Personalized financial planning, portfolio design, investment strategy, and performance management.

Private Client Services

Exclusive strategies for complex financial needs, from multi-generational wealth to charitable foundations.

Let’s talk.

Matt Voecks

CEFEX-Certified Retirement Plan Advisor