Matt Farrell, CFP® in

Matt Farrell, CFP®

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Private Wealth Advisor at DJM Financial | Northwestern Mutual Private Client Group
📍 Irvine, California, United States

Matt is a Private Wealth Advisor at DJM Financial within the Northwestern Mutual Private Client Group. Since 2012, he has focused on client-centered holistic financial planning, drawing on his Economics degree from California State University-Long Beach and holding Series 6, 7, and 63 licenses.

He is dedicated to understanding what is most important to his clients, customizing financial guidance to fit their specific lifestyle, values, and long-term goals for themselves and their families.

He has spent his entire career growing within Northwestern Mutual, where he has become an impactful leader.

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Experience
14 Years
Current Role
Private Wealth Advisor
Location
Irvine, California, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Matt cares about

Market Commentary
Regularly shares CIO analysis on market signals, inflation, and Federal Reserve policies, indicating a deep interest in current economic trends affecting investments.
Holistic Financial Planning
His core professional focus is creating comprehensive, customized financial plans covering retirement, insurance, investments, and estate planning for his clients.
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Career

Work history

1-2012
Private Wealth Advisor
DJM Financial | Northwestern Mutual Private Client Group
In the press

Media appearances

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Education
Economics
California State University-Long Beach
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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Other DJM Financial | Northwestern Mutual Private Client Group Employees

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Mike Jacob, ChFC®
Mike Jacob, ChFC®
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