Matthew Steele CFP
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Experience

That inspires confidence

Matthew Steele

First Vice President

Financial Advisor

Matthew grew up locally in Sammamish Washington and now resides in Bellevue with his wife. He studied business at Santa Clara University and majored in Finance. Matthew is active in the community supporting local organizations, Boy Scouts of America- Chief Seattle Council, The First Tee of Greater Seattle and Bellevue Life Spring. Matthew has a passion for helping others and enjoys helping his clients to achieve their financial goals. 

Registered States:
  • AK
  • AZ
  • CA
  • FL
  • HI
  • ID
  • MT
  • OH
  • TN
  • UT
  • WA
  • WI

Matthew Steele

Education

  • Santa Clara University, Finance: 2005 - 2009

Credentials

  • CERTIFIED FINANCIAL PLANNER®

Matthew Steele

225 108th Avenue NE
Suite 800
Bellevue, WA 98004

Email Me

Matthew Steele

First Vice President

Financial Advisor

Matthew grew up locally in Sammamish Washington and now resides in Bellevue with his wife. He studied business at Santa Clara University and majored in Finance. Matthew is active in the community supporting local organizations, Boy Scouts of America- Chief Seattle Council, The First Tee of Greater Seattle and Bellevue Life Spring. Matthew has a passion for helping others and enjoys helping his clients to achieve their financial goals. 

Registered States:
  • AK
  • AZ
  • CA
  • FL
  • HI
  • ID
  • MT
  • OH
  • TN
  • UT
  • WA
  • WI

Education

  • Santa Clara University, Finance: 2005 - 2009

Credentials

  • CERTIFIED FINANCIAL PLANNER®
225 108th Avenue NE
Suite 800
Bellevue, WA 98004

Email Me

matthew.steele@ubs.com
Matthew Steele
225 108th Avenue NE,Bellevue,WA,98004

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