Nicolas Mattingly
- Role
- Private Wealth Advisor at Djm Financial Northwestern Mutual Private Client Group
- Location
- Irvine, CA, US
- LinkedIn followers
- 500 followers
About Nicolas Mattingly
Nic serves as an Advisor on our team, meeting with clients and overseeing the creation…
Experience
Private Wealth Advisor
Djm Financial Northwestern Mutual Private Client Group
Apr 2009 — Present
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.
Skills
- Disability Insurance
- Mutual Funds
- Microsoft Office
- Wealth Accumulation
- Process Improvement
- Retirement Planning
- Banking
- Microsoft Excel
- Life Insurance
- Long Term Care Insurance
- Financial Analysis
- Investments
- Sales
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