Matthew L. Allen, WMCP®, RICP®, CLTC®
Login to view DISC.Matthew L. Allen is the Founder of Panoptic Planning Partners, a wealth management firm affiliated with Northwestern Mutual. Recognized by Forbes as a top Financial Security Professional from 2022-2024, he specializes in creating comprehensive financial plans for families, physicians, and business owners, holding WMCP®, RICP®, and CLTC® designations.
Deeply inspired by his grandfathers legacy of service, Matthew is an active community philanthropist. He and his wife, Beth, donated $1 million to the Norton Childrens Cancer Institute, where he also serves as a board member. He enjoys teaching his two daughters, Lucy and Annelise, financial lessons through everyday life.
Unique fact: Matthew’s career in finance was inspired by his grandfather, a 60-year banking veteran, who was also one of his first and best clients.
Read the full overview →How Matthew shows up
Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Topics Matthew cares about
Work history
Media appearances
DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
Other Norton Children's Employees
Explore more public profiles from related professionals.
More profiles
Discover additional public profiles from our index.
Search more profiles
Looking for someone else? Search here for anyone.