Professional

Matt is a CERTIFIED FINANCIAL PLANNER™ professional and founder of Lux Wealth Planning in partnership with Northwestern Mutual Wealth Management Company. He provides comprehensive financial planning to a diverse set of clients including several services not limited to cashflow and debt management and insurance, investment, and tax planning. Matt began his financial practice during his junior year of college and was quickly identified as a leader within the Northwestern Mutual network. He now serves as Growth and Development Director for the Washington, DC office. In this capacity, his role is to identify, develop, and nurture talent, inspiring the next generation of financial planners. In addition to balancing his practice and his leadership role at Northwestern Mutual, he commits a great deal of time to delivering motivational talks to inner city youth. Hailing from a similar background in Irvington, New Jersey, Matt has a vested interest in helping children with limited resources understand how to create opportunities for themselves through entrepreneurship. Matt also serves as a board member for Rocketship DC Charter Schools.

Matt holds a BBA from Howard University and has earned both a certificate in Financial Planning from Georgetown University and the prestigious CFP ® designation. He also holds the Series 7 Investment License, Series 66 Investment License, Life & Health License. He is also a member of NAIFA (National Association of Insurance and Financial Advisors) and The Financial Planning Association.

Certifications and Designations

CFP logo

The CERTIFIED FINANCIAL PLANNERTM (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.

Lux Wealth Planning

Matt Aaron, CFP®, ChFC®, RICP®
Chief Executive Officer


Lux Wealth Planning

 

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