Matthew Kletti
Matthew Kletti began his career in financial planning in 2009, collaborating with New England Financial and Julian Strategic Alliance Group. In 2021, he co-founded Meridian Wealth and Retirement, focusing on holistic family and business planning for his clients.
He runs his practice, Meridian Wealth and Retirement, from his office in Kimberly, WI. With a robust background in asset and income protection, wealth management, and comprehensive financial planning for both individuals and businesses, Matthew specializes in tax-efficient retirement distribution planning.
His commitment to client service has led to his recognition as a six-time qualifier (2017-2022) for the Massachusetts Mutual Life Insurance Company (MassMutual) Leaders program, highlighting his dedication and hard work.
Matthew graduated in 2009 from Aurora University and Dunham School of Business with Business Management and Biology degrees. He also earned the esteemed Eagle Scout award from the Boy Scouts of America, showcasing his early dedication to leadership and community service.
He actively engages in community service, having held board positions as President and Treasurer for organizations such as the Fox Valley Mountain Bike Association, North East Wisconsin Trails, and the Fox Cities Cycling Association.
Matthew resides in Freedom with his wife, Tiffany, and their two sons. He enjoys mountain biking and golfing in his leisure time, often participating in bike races or playing golf. He also values staying active, traveling with his family, boating, and camping.
Matthew’s primary focus is building lasting relationships with his clients and supporting them in achieving their goals. Leveraging his knowledge, expertise, and world-class planning tools, he is committed to guiding his clients toward financial independence.
CRN202509-3035380