Matthew Occhipinti
Login to view DISC.Matthew Occhipinti is the President and Founder of Moxie Capital, recognized by Forbes as a top financial security professional. A graduate of the University of the Incarnate Words MBA program, he began his career at Northwestern Mutual, where his performance placed him in the top 3% of advisors as a Forum member.
Based on his professional activities, Matthew values mentorship, teamwork, and community engagement. He has a history of leadership roles focused on talent development and has publicly welcomed new team members by highlighting their appreciation for service and community, suggesting these are principles he champions within his firm.
He was once named the youngest Certified Financial Planner (CFP®) and Accredited Estate Planner (AEP®) in Texas.
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Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
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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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