Retirement expert Matt Sommer explains why it’s crucial to help clients name a durable power of attorney and shows how to select the best agent.
Matt Sommer, CFA, CFP, CPWA
Vice President and Director, Retirement Strategy Group
Industry since 1993
Matt Sommer is Vice President and Director of Retirement Strategy Group at Janus Henderson Investors. In this role, he leads the Defined Contribution and Wealth Advisor Services Team. His expertise covers a number of areas, including regulatory and legislative trends, practitioner best practices, and financial and retirement planning strategies for high-net-worth clients.
Prior to joining Janus Henderson, Mr. Sommer spent 17 years at Morgan Stanley and its predecessors, including senior management roles as director of financial planning at Citi Global Wealth Management and director of retirement planning at Smith Barney.
Mr. Sommer currently serves on the CPWA® examination task force and is an adjunct professor for CFP® and CRPS® programs at the College for Financial Planning. He teaches graduate level advanced finance classes and is also a Ph.D. student at Kansas State University.