Matthew Schaefer
About Matthew Schaefer
Matthew Schaefer serves as the Senior Vice President of Wealth Management at UBS, where he has worked for 16 years. He specializes in financial strategies for business owners and executives, particularly in the generational transfer of wealth.
Work at UBS
Matthew Schaefer serves as Senior Vice President in Wealth Management at UBS, a position he has held since 2008. With 16 years of experience at UBS, he operates from the Austin, Texas office. His role involves providing tailored financial planning services to clients, particularly business owners and executives. Schaefer focuses on developing comprehensive financial strategies that align with clients' personal values and retirement goals.
Education and Expertise
Matthew Schaefer earned a Bachelor of Science degree in Business from Iowa State University, specifically from the Ivy College of Business, where he studied Agriculture, Finance, and Marketing. His education laid a strong foundation for his career in financial planning, equipping him with the necessary skills to address the complex financial needs of his clients. Schaefer's expertise includes creating strategies for the generational transfer of wealth.
Background
Matthew Schaefer has over a decade of experience in financial planning, focusing on the unique needs of business owners and executives. His professional journey has been marked by a commitment to helping clients navigate their financial futures. Schaefer's background in finance and marketing informs his approach to wealth management, allowing him to create effective financial strategies.
Achievements
Throughout his career, Matthew Schaefer has specialized in financial strategies that emphasize the generational transfer of wealth. His work enables clients to plan for retirement in a way that reflects their personal values and priorities. Schaefer's long tenure at UBS and his focus on business owners and executives highlight his dedication to addressing the financial planning needs of his clients.