Matt Farrell, Cfp® Email & Phone Number

Matt’s approach to holistic financial planning is client-focused above all else. He works hard to understand what’s most important to his clients and what they wish to accomplish before creating their financial plan. His priority is to take care of his clients and their families through financial guidance customized to their lifestyle, goals and values. He has his California Life & Health Insurance license and his Series 6, 7 and 63 securities licenses. Matt started his career at Northwestern Mutual in 2012 and has since worked diligently to become an impactful leader within DJM Financial. He earned a Bachelor of Science in Business Economics from Long Beach State University.

Listed skills include Strategic Financial Planning, Education Funding, Finance, Disability Insurance, and 3 others.

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  Private Wealth Advisor

  Djm Financial | Northwestern Mutual Private Client Group

  Jan 2012 - Present - Irvine, California, United States

  Financial independence doesn’t happen by chance, it results from expert strategic planning. That’s why DJM Financial includes professionals whose skills and expertise help ensure that you get the best possible guidance every time. Areas of focus include retirement planning, insurance/investment strategies, estate planning, and executive/employee benefits. While there are various layers of complexity in the work that we do, we are fundamentally guided by our pledge to always do what is in the client's best interest. As a result, we have built a firm with the intention of supporting families and businesses for generations to come.

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  California State University-Long Beach

  Economics