Matthew Greene, CLU®, ChFC®, CFP®(he,him) in

Matthew Greene, CLU®, ChFC®, CFP®(he,him)

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Wealth Management Advisor at Northwestern Mutual
📍 Norwalk, Connecticut, United States

Matt is a Wealth Management Advisor at Northwestern Mutual, providing comprehensive financial advice to help clients protect and grow their assets for retirement. A graduate of the University of Connecticut, he holds CLU®, ChFC®, and CFP® certifications and was recognized by Forbes as a Top Financial Security Professional.

Outside of his professional life, Matt is a dedicated family man who enjoys spending time with his wife, Lauren, and their two children, Evan and Nora. He is also an avid golfer, a passion he pursues in his free time. His public posts suggest he values family, gratitude, and honoring military veterans.

He has a simple success philosophy: work hard, maintain belief and enthusiasm, and always keep your foot on the accelerator.

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Experience
35 Years
Current Role
Wealth Management Advisor
Location
Norwalk, Connecticut, United States
Personality Overview

How Matthew 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 Matthew cares about

Financial Security
His core mission is providing clients with expert guidance for a lifetime of financial security, a theme consistent across his professional profiles.
Economic Volatility
Frequently posts about stubborn inflation, cooling labor markets, and economic uncertainty, showing a keen focus on navigating market shifts for his clients.
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Career

Work history

10-1990
Wealth Management Advisor
Northwestern Mutual
In the press

Media appearances

Matthew Greene - Sound Financial Strategies | Northwestern Mutual (Forbes Profile). Featured in Forbes
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Education
1985 - 1989
BS
University of Connecticut
1985 - 1989
BS
University of Connecticut School of Business
Social presence
in
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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Other Northwestern Mutual Employees

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