Matt Bellin is a financial advisor based in North Star’s Madison, WI, office. Matt takes a comprehensive approach when working with clients. No matter what stage they are in life, he helps them identify their goals and create a strategy. He then meets with his clients regularly to review their progress, update their goals, and fine-tune that strategy.
In 2025, Matt formed a partnership with Josh Evenson. As a team, they share over 35 years of combined experience and have a knowledgeable and friendly staff supporting them.
Originally from Waupaca, WI, Matt now resides in Stoughton, WI, with his wife and two children. Some of his hobbies include spending time with family, being active, playing golf, and cheering on the Wisconsin Badgers.
Matt’s qualifications include:
- Series 7 and 66 registered
- Life, Accident and Health licensed
- Chartered Retirement Planning Counselor, CRPC®
- B.A. in Finance, University of Wisconsin – Oshkosh
Matt’s areas of focus include:
- Asset protection
- Comprehensive financial planning
- Education funding strategies
- Investments
- Life insurance
- Mutual funds
- Retirement strategies
- Risk management
- Tax-efficient investment strategies
- Wealth accumulation
- Wealth management