Matt Garcia
Financial Representative @Northwestern Mutual
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WORK HISTORY
Financial Representative @Northwestern Mutual
Campbell, CA, US
Prospect, develop, and manage a pipeline of new client relationships through networking, referrals, and outreach• Conduct discovery meetings to uncover client needs and recommend appropriate financial solutions• Drive new business growth while maintaining a client-first, fiduciary-minded approach• Track client interactions and follow-ups to support consistent relationship management and revenue growth
EDUCATION
Universidade Federal de Itajubá
Business Fellowship, Business
UC San Diego
Bachelor’s Degree, Management Science
West Valley College
Business
SKILLS
ABOUT MATT GARCIA
I help individuals and families make confident financial decisions so they can protect what matters most and plan for the future they want.As a Financial Representative at Northwestern Mutual, I focus on building long-term relationships, grounded in trust, transparency, and thoughtful planning. My approach is personal and values-driven.If you are looking for an additional resource to the financial planning you\'ve already done, I would welcome the opportunity to connect.
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