Nicolas Mattingly

Private Wealth Advisor @Djm Financial Northwestern Mutual Private Client Group

Irvine, CA, US
EMAILS
n••••••••@nm.com
MOBILE NUMBERS
+19•••••••54

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WORK HISTORY

Apr 2009 — Present

Private Wealth Advisor @Djm Financial Northwestern Mutual Private Client Group

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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 InsuranceMutual FundsMicrosoft OfficeWealth AccumulationProcess ImprovementRetirement PlanningBankingMicrosoft ExcelLife InsuranceLong Term Care InsuranceFinancial AnalysisInvestmentsSales

ABOUT NICOLAS MATTINGLY

Nic serves as an Advisor on our team, meeting with clients and overseeing the creation…

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