Robert J. Schoonmaker,  CFP<sup>&reg;</sup> - Financial Advisor

Robert J. Schoonmaker, CFP®



Matterhorn Financial Planning LLC

PO Box 693
Pocatello, ID 83204
(208) 417-8330 CONNECT WITH Robert
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Robert Schoonmaker is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Matterhorn Financial Planning LLC in Pocatello, ID and the surrounding communities.

Financial Advisor Overview

EXPERIENCE FINANCIAL PLANNING DONE DIFFERENTLY • Don’t pay a percentage of your assets—hourly or set fees instead—and no minimums. • Experience the process of connecting with yourself through Life Planning to identify the most meaningful goals for you to accomplish, now. • Your CFP is also your CPA and can plan for and prepare your taxes, including AMT issues related to Incentive Stock Options (ISOs). • You become educated and empowered to make your own financial decisions. • You maintain control over all of your assets, keep them wherever you want and make your own trades based on specific index-based investment recommendations. • Meet from your home (or anywhere!) virtually. • Night and weekend appointments available. • 20+ years of experience with clients from new investors to ultra-high net worth investors, plus real estate management experience.


Financial Advisor Experience

I've been a financial planner since 2000, helping clients at Arthur Andersen, The St. Louis Trust Company and AG Edwards prior to opening my own firm. I've also worked as the general manager of a real estate family office.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • Certified Public Accountant (CPA)
  • Other - Registered Life Planner

Broker-Dealer Affiliation


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change, Mutual Funds, Real Estate, Retirement, Life Planning, Sudden Wealth, Nontraditional Households, Personal Taxes


Helpful Financial Planning Resources