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Robert Matheson 
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Registered Investment Advisor Certified Financial Planner & Certified Estate Planning Professional Certified Public Accountant-FL & MN Current President of the Financial Planning Association-Southwest Florida Chapter
An Investment Advisor d.b.a. Matheson Financial Services since 1985.
As a registered Investment Advisor, providing investment management and investment supervisory services to individuals, corporations, endowments, and retirement plans. Awarded third and first in the country for investment advisory services by his former broker dealer in 1994 and 1997 respectively. In 1990, ranked fourth in the nation of equity managers in the northwest quadrant (greater returns than the market with less risk than the market) by Mobius, a national monitoring company of money managers.
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Education and Affiliations - BBA Degree University of Wisconsin-Whitewater Major in Accounting Minors in Mathematics and Economics
- Licensed CPA State of Florida and Minnesota
- American Institute of Certified Public Accountants
- Minnesota Society of Certified Public Accountants
- Board of Directors of Financial Planning Association-Southwest Florida Chapter
- Organized Federal Reserve public forums 2005
- Institute of Management Accountants
- Naples Chamber of Commerce
- Leadership Collier graduate 2005
- Philharmonic League of Naples
- Board of Directors Rotary Club of Naples
- Board of Directors Our Savior Lutheran Church
- Board of Directors and Treasurer-Florida Chapter of the Association of Family and Conciliation Courts
- Board of Directors and Treasurer-Divorce Support Services of Collier County
- Institute for Certified Divorce Financial Analysts
- Organized Marriage Savers in Collier and Lee counties to cut the divorce rate and help families prevent self-destruction
- Past affiliations includes various committees for the Minnesota Society of CPA’s including tax conference and financial planning;
On the school boards of two private schools; Naples Community Hospital fund raising committee 2004; Board of directors of Association of Family Law Professionals; Chairman for AFLP annual conference, April, 2002; Bloomington Chamber of Commerce; facilitator for Divorce Care, a divorce support group; an advocate for Cornerstone, a family crisis intervention shelter including answering crisis calls, screening, and placing individuals and families in crisis; Mental Health Association; Rotary Polio Plus committee, Catholic Charities, and Association of Family Law Professionals board of directors. Speaking Engagements Subjects: The Approaching Financial Storm/Hurricane?, For Women Only-10 Financial Myths and the Information That Empowers You to Combat Them, Secrets of the Stock Market Revealed, 10 Steps to Getting Off the Stock Market Roller Coaster, 5 Common Mistakes that Shrink Your Social Security Income, 5 Ways to Make Your Retirement Dollars Work Harder, How To Avoid The 7 Alligators/Grizzly Bears That Eat your Retirement Dollars, Dollars and Sense of Divorce, Equitable Distribution in Divorce, How to Avoid Critical Financial Errors in Divorce, Investment Alternatives, Trusts and Estate Planning, No-load Mutual Fund Investing, Accounting for the Non-financial Manager, Understanding Financial Statements, Year-end Tax Saving Ideas, and sponsored a money manager seminar with Louis Rukeyser of Wall Street Week. Presentations to: Various public seminars, Rotary, Kiwanis, American Association of Individual Investors, Annual Florida Circuit Court Judges Conference, AFCC-Ottawa Canada, Florida AFCC, Dispute Resolution Center annual conference, Collier County Adult Education, Edison Community College, Collier County Divorce Support Services, Lee County Association of Family Law Professionals, Continuing Education Courses for CPA’s in Florida, Minnesota and Illinois, Continuing Legal Education courses for attorneys in Florida, Northern States Power, Minnegasco, Business Incentives, Prudential Million Dollar Roundtable, MONY, FSC Securities, KPMG Peat Marwick, National Association of Purchasing Managers, CPT Corporation, several Money Seminars nationally, Minneapolis Chamber of Commerce, American Association of Individual Investors, RenMin University of China, and an adjunct professor for North Hennepin Community College. Publications: Naples Illustrated, Naples Daily News, Ft Myers News Press, Business Week, Florida Bar, Investment News, USA Today, Money Magazine, New York Times, Baltimore Sun, Wall Street Journal, Minneapolis Star Tribune, Chicago Sun Times, Atlanta Journal, Brockton Massachusetts Enterprise, St Paul Pioneer Press, Minnesota Monthly, Minnesota Law & Politics, Minneapolis St Paul Magazine, Sound Money Magazine, Twin Cities Business Monthly, Mutual Funds Magazine, Corporate Report Minnesota, and numerous private publications Radio and TV: Various shows on business and investments on WCCO Radio-Minneapolis; KSTP TV- St Paul; KTIS- St Paul; Bloomington, Minnesota Cable TV and on WGUF-Naples, WSOR and WRXK-Ft Myers, and ABC, NBC, CBS, and Fox Affiliates- Ft Myers Securities Licenses: Series 7, 24, 63, and 65 Past experience: KPMG Peat Marwick, a local CPA firm in Minneapolis, and owned my own CPA firm for 10 years in Bloomington, Minnesota. Assisted an investor in growing his venture capital firm, met with a foreign country for investment management, performed business and municipal audits, accounting, tax preparation, tax planning, assisted in the launch of public companies, municipal bond issues, and the growth of privately held companies, fraud detection, and investment review. |
