Matt Greiner, CFP®

Examiner
DISC Type : cs

Wealth Manager | Growth and Development Director at Northwestern Mutual

Irvine, California, United States

Overview

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.

Personality Overview

Overcautious

Tough To Convince

Unexpressive

The only way to convince them is by showing them examples and ample proof.  They tend to have clarity about their needs and constraints, and are unlikely to over-promise. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care 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.
Comprehensive Financial Planning
His core mission is creating thorough financial plans that eliminate blind spots, covering everything from investment strategies to Social Security decisions.

Media Appearances

Matthew Greiner - Northwestern Mutual - Forbes. Featured in Forbes

See Now

Work History

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

Education

2004 - 2008
Bachelor's degree from Cal State Fullerton

More Information

Social Presence :

Prographics :

Exp : 17 Location : Irvine, California, United States Job Level : Mid-senior Designation : Wealth Manager | Growth and Development Director at Northwestern Mutual
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Insights For Selling To Matt

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't be very accepting if that is your natural style, stay firm
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matt is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Matt

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Matt move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Matt take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Matt

Personality Compatibility


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