Matthew Occhipinti

Background

About Matthew Occhipinti

Prior to establishing Moxie Capital, Matt began his career with Northwestern Mutual as a college intern while working on his MBA at University of the Incarnate Word. He was among the top 30 interns nationwide. Matt is a Forum member at Northwestern Mutual which is amongst top 3% of advisors in the company. Upon graduating, Matt continued to build his financial services practice as a full time financial advisor. He is licensed in life, health, disability, and long-term care insurance. He also holds his Series 66 and 7 securities licenses. He also has been awarded the designations of CLU®, ChFC®, CFP®, AEP®, ChSNC®. Matt was the youngest CERTIFIED FINANCIAL PLANNER™ Professional and Accredited Estate Planner in Texas. Growing up with parents in the military I lived all over the country, but Texas is home to me. I find pleasure in a variety of areas including education, music, sports, and working with my hands. Since starting my career here and founding Moxie Capital, it has been our mission to build a firm that reflects our teams core values. Integrity, ambition, and commitment to work ethic are the drivers for our team. Our goal is to be able to provide the highest level of service and results for the most complicated, integrative, and busy clients. We aim to simplify the most difficult and important aspects of our clients lives while providing the most creative strategies to accomplish their goals. That being said, we are people like anyone else. We focus on building deep relationships with our clients. Anything we ask of you will be reciprocated with transparency. Alignment is key for us to serve you.