Matthew Aaron Benson, CFP<sup>&reg;</sup> - Financial Advisor

Matthew Aaron Benson, CFP®

Sonmore Financial

1490 S Price Rd, Ste. 116
Chandler, AZ 85286
FINANCIAL ADVISOR'S WEBSITE
(480) 439-0500 CONNECT WITH Matthew
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General

Matthew Benson is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Sonmore Financial in Chandler, AZ and the surrounding communities.

Financial Advisor Overview

At Sonmore Financial, we specialize in helping disciplined savers turn a lifetime of careful planning into a tax-smart retirement strategy. Our clients are analytical thinkers — engineers, tech professionals, and business owners — who value clear, detailed analysis and systematic guidance. We focus on creating reliable, tax-efficient income streams, minimizing overpayment to the IRS, and providing step-by-step retirement planning you can feel confident about. As a local fiduciary firm, we’re committed to stewardship, transparency, and long-term partnership — so you can enjoy retirement with clarity and peace of mind.

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Financial Advisor Experience

Specializing in tax-smart retirement planning for disciplined savers. We help analytical thinkers create reliable, tax-efficient income strategies with detailed analysis and step-by-step guidance. Local fiduciary firm serving engineers, tech professionals, and business owners approaching retirement.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Irregular Income, Mutual Funds, Insurance, Job Loss, Retirement, Stocks & Bonds, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources