Matt Anagnostou
Wealth Management Advisor|CLU®, ChFC®, CASL®, RICP®
Personal
I was born and raised in Northern California. Now living in Eagan, Minnesota. My hobbies include golfing, biking, fishing and traveling with my family.
Living Life
Life is not a race - but indeed a journey. Be honest. Work hard. Be choosy. Say "thank you", "I love you", and "great job" to someone each day. Go to church, take time for prayer. Let your handshake mean more than pen and paper. Love your life and what you've been given, it is not accidental - search for your purpose and do it as best you can. Dreaming does matter. It allows you to become that which you aspire to be. Laugh often. Appreciate the little things in life and enjoy them. Some of the best things really are free. Do not worry, less wrinkles are more becoming. Forgive, it frees the soul. Take time for yourself - plan for longevity. Recognize the special people you've been blessed to know.
Live for today, enjoy the moment.
By Bonnie Mohr
Professional
Designations
- Chartered Life Underwriter® (CLU®): A holistic and through approach to insurance planning. Sponsored by The American College. Completion: February 2004
- Chartered Financial Consultant® (ChFC®): Comprehensive financial planning. Sponsored by The American College. Completion: May 2005
- Chartered Advisor for Senior Living® (CASL®): Retirement years and/or issues dealing with aging. Sponsored by The American College. Completion: January 2006
- Retirement Income Certified Professional® (RICP®): Enhanced retirement income planning knowledge. Sponsored by The American College. Completion: August 2013
- Investment Advisor Public Disclosure
CRD #: 1998406
Series
- Series 6 - Investment Company Products/Variable Contracts. Completion: April 1990
- Series 63 - Uniform Securities Agent State Law Exam. Completion: February 1991
- Series 7 - General Securities Representative Exam. Completion: September 1995
- Series 8 - General Securities Sales Supervisor Exam. Completion: September 1996
- Series 65 - Uniform Investment Adviser Law Examination. Completion: May 1999
Registrations
- NMIS, LLC (CRD #2881), Registered with this firm since April 1990.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Investment Planning & Strategies
Long-Term Care Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
