Matt Robb
Wealth Management Advisor|CFP®, ChFC®, CLU®, RICP®, AEP®
Your Vision. Your Future. Your Circle of Trust.
After a 17 year career in a Christian Ministry, Matt moved into the financial world as a Wealth Management Advisor with Northwestern Mutual. Through personal commitment, professional associations, accreditations and continuing education, Matt has worked hard to establish a reputation as a respected professional and to gain the trust of clients.
In the office, Matt serves as both a financial guide for his clients and a leader for other advisors. In addition to providing comprehensive financial plans for his clientele, Matt has taken on the role of Field Director and spends time developing younger advisors in their careers.
Awards and Recognition- Northwestern Mutual
Lives Leaders Summit Qualifier, 2022-2024
Life Impact Award Winner, 2016-2022
Financial Advisor of the Year, 2023
Calling oneself a professional doesn't really make one a professional. As a Northwestern Mutual Advisor, professionalism is defined not only by the measure of one's experience, education and accreditation, but by one's character and professional standard of practice in supporting clients as a trusted financial expert.
Education
Series 6, Series 63, Series 7 licensed
Certified Financial Planning Professional (CFP®) designation
Wealth Management Certified Professional (WMCP®) designation
Retirement Income Certified Professional (RICP®) designation
Chartered Life Underwriting (CLU®) designation
Chartered Financial Consultant (ChFC®) designation
Accredited Estate Planner (AEP®) designation
Here are my areas of expertise
Wealth Management
Financial Planning
Estate Planning
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Business Planning & Succession