Matt Greiner, CFP® in

Matt Greiner, CFP®

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Wealth Manager | Growth and Development Director at Northwestern Mutual
📍 Irvine, California, United States

Matt Greiner is a distinguished Wealth Management Advisor and Growth and Development Director at Northwestern Mutual in Irvine, CA. A Certified Financial Planner™ and a Cal State Fullerton graduate, he has been recognized by Forbes as a "Top Next-Generation Wealth Advisor" multiple times, showcasing his commitment to creating comprehensive financial plans for his clients.

Outside of his advisory role, Matt is passionate about team success and mentorship, frequently celebrating his teams accomplishments and growth. He maintains a strong connection to his alma mater, Cal State Fullerton, and has a keen interest in technological and economic developments, including advancements at NASA and the rise of AI.

He has been named to the Forbes "Top Next-Gen Wealth Advisors" list for five consecutive years.

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Experience
17 Years
Current Role
Wealth Manager | Growth and Development Director
Job Level
Mid-senior
Location
Irvine, California, United States
Personality Overview

How Matt shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Matt cares about

Next-Gen Wealth
Recognized by Forbes as a Top Next-Generation Wealth Advisor, indicating a focus on modern financial challenges and strategies for a new generation of clients.
Market Volatility
He frequently shares analysis on high-stakes economic events, tech earnings, and managing divergent stock movements to guide investors through uncertainty.
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Career

Work history

6-2013
Wealth Manager | Growth and Development Director
Northwestern Mutual
9-2008 - 6-2013
Premier Banker
Wells Fargo Bank
In the press

Media appearances

Matthew Greiner - Northwestern Mutual - Forbes. Featured in Forbes
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Education
2004 - 2008
Bachelor's degree
Cal State Fullerton
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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