Kurt Mattson, CFP®
Wealth Management Advisor


Mattson & Associates

Professional

Kurt Mattson, CFP ® is a Wealth Management Advisor with Mattson & Associates in Atlanta, Georgia. Kurt Mattson has been a wealth management and financial services professional since 1994 and has been with Northwestern Mutual since that time.  Deeply skilled in financial, estate and retirement planning and wealth management, Kurt's primary role is to provide experience-based strategic leadership of the Mattson & Associates team and their work on behalf of Mattson & Associates' clients.

From the objective perspective of a CERTIFIED FINANCIAL PLANNER™ and experienced wealth management professional, Kurt actively analyzes clients' assets, liabilities, cash flow, insurance coverage, and financial objectives. He then manages the review of clients' existing financial planning objectives and their existing investment and insurance program. Leveraging more than 20 years of experience and knowledge of tax and investment strategies, securities, insurance, pension plans, and market trends and cycles, Kurt then provides a tailored financial plan that helps his clients achieve their financial goals. This includes implementing financial products where appropriate. 

Kurt Mattson is a CERTIFIED FINANCIAL PLANNER™ professional.  Please read below for more information on this prestigious designation.

CFP®
CERTIFIED FINANCIAL PLANNER
Experience, Knowledge and Ethical Advice.

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.

Associations and Memberships

*Financial Planning Association
*National Association of Insurance and Financial Advisors 
 

 

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