Moxie Capital
Matt Occhipinti
President and Founder|MBA, CFP®, ChFC®, CLU®, AEP®
Lead a life worth living, build a legacy worth leaving.
Matt's Story
Growing up with parents in the military, he lived all over the country, but Texas is home to Matt. He finds pleasure in a variety of areas including education, music, sports, and working with his hands.
Since starting his career here and founding Moxie Capital, it has been our mission to build a firm that reflects our teams core values. Integrity, ambition, and commitment to work ethic are the drivers for our team. Our goal is to be able to provide the highest level of service and results for the most complicated, integrative, and busy clients. We aim to simplify the most difficult and important aspects of our clients lives while providing the most creative strategies to accomplish their goals. That being said, we are people like anyone else. We focus on building deep relationships with our clients. Anything we ask of you will be reciprocated with transparency. Alignment is key for us to serve you.
Although Matt completed his MBA in 2015, he continues to challenge himself personally and professionally by pursing professional licenses and designations. He has earned his licenses in life, health, disability, and long-term care insurance. Along with his Series 66 and 7 securities licenses, he was also awarded the following designations within a 2-year time-frame: CLU®, ChFC®, CFP®, and AEP®. Being curious and wanting to acquire more knowledge has always come naturally to Matt; being a life-long learner has helped him stay sharp, focused, and unwind after a long day. Ultimately this is what allows our team to continue to serve you all at the highest level.
Matt is passionate about music and actually began college as a music therapy major. He was a concert cellist and began playing when he was 10 years old. He also sings, plays the piano, ukulele, and guitar.
Matt still has his first car that he have been rebuilding since he was 15 years old. Although his 1978 Z28 Camaro and him have a love/hate relationship, it gives him something to constantly tinker with to help unwind on the weekends.
Professional
Prior to establishing Moxie Capital, Matt began his career with Northwestern Mutual as a college intern while working on his MBA at University of the Incarnate Word. He was among the top 30 interns nationwide. Matt is a Forum member at Northwestern Mutual which is amongst top 3% of advisors in the company.
Upon graduating, Matt continued to build his financial services practice as a full time financial advisor. He is licensed in life, health, disability, and long-term care insurance. He also holds his Series 66 and 7 securities licenses. He also has been awarded the designations of CLU®, ChFC®, CFP®, AEP®, ChSNC®. Matt was the youngest CERTIFIED FINANCIAL PLANNER™ Professional and Accredited Estate Planner in Texas.
Matt is also a member of the San Antonio Estate Planning Council.
Lending a hand in our community.
As part of Northwestern Mutual, we're proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects by partnering with Alex's Lemonade Stand and Beads of Courage.
Separately, Matt has been on the ACN Board since 2021.
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.
Autism Community Network (ACN)
Matt has been on the ACN Board in San Antonio since 2021 as a general board member. He is also the Treasurer of the ACN board.
Here are my areas of expertise
Through Northwestern Mutual Wealth Management Company, Moxie Capital is able to provide you with customized recommendations that will help you plan for your financial future.
Business Planning & Succession
Multigenerational Planning
Tax-Efficient Strategies
Advisory Services
Investment Planning & Strategies
Estate Planning
Planning for Special Needs
Retirement Planning & Income Strategies
Client Testimonial
Matt has been a highly valued financial partner of ours for years now and we are very grateful for his guidance and innovative approach! He has made us both feel much more comfortable about our retirement, while also helping us maintain a high quality of life before retirement. We are always impressed with his ability to translate financial terminology to something two engineers can understand and explain the pros and cons of all of our options and let us ultimately decide what is right for us.
Client Testimonial
Matt has helped us see that we can prepare for the future without worrying about controlling the process. With Matt’s help we can see the light at the end of our work years