Matt Bartz:
ChFC®, CLU®, CLF®,
Financial Planner, Managing Partner
- Co-Founded Envision Financial Partners in 2020
- Started career in Financial Services in 2006
- Chartered Financial Consultant (ChFC®) designation awarded by The American College of Financial Services is for professionals who wish to provide comprehensive advanced financial planning for individuals, professionals, and small business owners
- Chartered Life Underwriter (CLU®) designation is for professionals who wish to specialize in life insurance, estate planning, and business planning
- Chartered Leadership Fellow (CLF®) designation providing financial services leaders with the knowledge and tools they need to achieve key organizational goals, set performance standards, and developing business plans for today’s leadership challenges and to create a culture of success
- FINRA Registered Representative (Series 6, 7, 26, 63, and 65)
- Prudential Advisors Field Advisory Council Member 2010-2018; Committee Chair 2014-2018
- Bachelor of Science in Business Administration from Colorado State University
- Four-year letter winner Colorado State University Football
- Board Member, Colorado Agricultural Leadership Foundation (CALF at the Lowell Ranch) since 2022
- Certified i9 Sports Coach in Baseball and Basketball
- Matt grew up in Nebraska and Kansas. He currently resides in Aurora, CO with his wife and two adorable children.
- He enjoys golfing, hiking, board games, coaching youth sports, and rooting on the CSU Rams.
Matt Bartz:
ChFC®, CLU®, CLF®,
Financial Planner, Managing Partner
Direct Dial: (720) 762-5439
- Co-Founded Envision Financial Partners in 2020
- Started career in Financial Services in 2006
- Chartered Financial Consultant (ChFC®) designation awarded by The American College of Financial Services is for professionals who wish to provide comprehensive advanced financial planning for individuals, professionals, and small business owners
- Chartered Life Underwriter (CLU®) designation is for professionals who wish to specialize in life insurance, estate planning, and business planning
- Chartered Leadership Fellow (CLF®) designation providing financial services leaders with the knowledge and tools they need to achieve key organizational goals, set performance standards, and developing business plans for today’s leadership challenges and to create a culture of success
- FINRA Registered Representative (Series 6, 7, 26, 63, and 65)
- Prudential Advisors Field Advisory Council Member 2010-2018; Committee Chair 2014-2018
- Bachelor of Science in Business Administration from Colorado State University
- Four-year letter winner Colorado State University Football
- Board Member, Colorado Agricultural Leadership Foundation (CALF at the Lowell Ranch) since 2022
- Certified i9 Sports Coach in Baseball and Basketball
- Matt grew up in Nebraska and Kansas. He currently resides in Aurora, CO with his wife and two adorable children.
- He enjoys golfing, hiking, board games, coaching youth sports, and rooting on the CSU Rams.
