Professional
As a Financial Advisor for Northwestern Mutual, my mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. I work with clients to identify their most important financial goals and then focuses on personalized solutions that can help make those financial goals a reality.
Licenses
- Series 6 & 63 - Mutual Funds, Variable Annuities, Insurance Premiums
- Series 7 - All Security Products
- Series 65 - Investment Advisor
Certifications and Designations
- Certified Financial Planner™ professional certification is one of the most recognized financial planning marks in the world. The certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession.
Years of Experience
Representing Northwestern Mutual since 2013.
Education
California State University Fullerton - Finance/ Financial Planning (Bachelor of Arts)
Personal
I earned my Bachelor’s Degree in Finance from Cal State Fullerton. I was born and raised in Riverside, California and currently reside with my beautiful wife, Heather, and our two children in Mission Viejo. I have a passion for helping others and training Brazilian Ju-Jitsu. On the weekends in good weather, I can be found on a Duffy boat in the Newport Beach Marina with family and friends or catching some live music in Laguna. I am an avid traveler and passionate about immersing myself in other cultures.
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.
Juvenile Diabetes Research Foundation
Matt and his team also support the mission of the Juvenile Diabetes Research Foundation (JDRF). JDRF is an organization dedicated to the eradication of Type 1 Diabetes. By providing resources to affected families and conducting cutting-edge research, JDRF is actively working towards a future where Type 1 Diabetes is no longer a hindrance to a healthy, carefree life.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability 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.
