Matthew W Missimer, CFP®, ChFC®, CASL®, CLU®

Wealth Management Advisor

Professional

Matthew Missimer joined Northwestern Mutual as a College Intern during his Sophomore year at St. Joseph's University. Through his internship experience he realized his passion for the insurance and financial services industry and upon graduation joined Northwestern Mutual full time in July of 2008. After becoming a full time Financial Representative with the company Matthew took on the role of the College Unit Director, leading the internship program by mentoring and training college interns. After growing the college internship program through leadership and recruiting Matthew realized his ability to mentor financial representatives and became a recruiting Growth & Development Director in 2016. In this role he was responsible for helping new Financial Representatives begin their careers and coach them to become highly qualified Financial Advisors. 

As a Wealth Management Advisor, Matthew strives to exceed the expectations of his clients through his hard work and dedication to his career. By continuing his education and receiving credentials for his CFP®, CLU®,ChFC®, and CASL®, he continues to advance his understanding of the business and different ways in which he can help his clients create financial security through protection and growth of wealth for their families and their businesses.

 

Matthew  has earned the following designations/certifications: CFP®, CLU®, ChFC®, CASL®

Matthew Missimer has been a CERTIFIED FINANCIAL PLANNER™ professional since 2015.

The CERTIFIED FINANCIAL PLANNER (CFP® ) certification is one of the most recognized financial planning marks in the world. CFP®  certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

The Chartered Life Underwriter (CLU®) is the world's most respected designation of insurance expertise. This prestigious course of study helps advance provides in-depth knowledge on the insurance needs of individuals, business owners and professional clients.

The Chartered Financial Consultant (ChFC®) program prepares you to meet the advanced financial planning needs of individuals, professionals and small business owners. You'll gain a sustainable advantage in this competitive field with in-depth coverage of the key financial planning disciplines, including insurance, income taxation, retirement planning, investments and estate planning

The Chartered Advisor for Senior Living (CASL® )designation focuses exclusively on the unique needs of mature clients. Developed with input from a panel of industry professionals, the designation provides representatives with comprehensive knowledge on the full range of financial, health, psychological and sociological issues confronting older clients. Individuals who earn the CASL® designation gain a thorough understanding of health and health care, long term care insurance, planning for pension distributions, suitability of investments, federal estate taxation and counseling on key family decisions.

 

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck