Certifications
Our team of professionals hold the most respected designations in financial services, including the CERTIFIED FINANCIAL PLANNER™ Professional (CFP®), Chartered Life Underwriter (CLU®), Wealth Management Certified Professional® (WMCP®), Chartered Financial Analyst® (CFA®), Certified Investment Management Analyst® (CIMA®), Retirement Income Certified Professional® (RICP®), Certified Long-Term Care (CLTC), Chartered Financial Consultant® (ChFC®) and Master of Business Administration (MBA) credentials.
Recognition and Accolades
Overall Awards:
- Forbes Best In State Financial Security Professionals in MA – 2022, 2023
- Northwestern Mutual Pathfinder – 2016 to present
This is awarded to those advisors demonstrating the highest level of comprehensive financial planning. - Northwestern Mutual Forum Producers – 2016 to present
This honor represents a select group of advisors from across the country achieving the highest level of production and excellence - Northwestern Mutual Lives Leader Summit – 2016 to present
This is awarded to the premier Northwestern Mutual financial professionals across the country and recognizes their ability to build a strong practice, and, with dedicated staff, to deliver quality service to their clients. - Northwestern Mutual Master Achievement Award – 2016 to present
This award is based on the impact an advisor has on their new and existing clientele, honoring both new client achievements and persistency of existing client relationships.
Individual Awards:
- Paul Stadfeld: Awarded #1 in Northwestern Mutual Financial Security – 2023, 2024
- Paul Stadfeld: Awarded Top 20 at Northwestern Mutual, 2024
- Matt Cutter: Named to Forbes Best In State Next-Gen Wealth Advisors in MA - 2023
- Matt Cutter: National Association of Insurance and Financial Advisors Quality Award - 2012-2015, recognizing commitment to excellence in service to clients and industry.
Forbes “Top Next-Generation Wealth Advisors” list, (August 2023). Research & ranking developed by Shook Research, LLC. Based upon data as of 3/31/2023. Forbes Top Financial Security Professionals Best in State List (July 2023, July 2022). Research and ranking provided by SHOOK Research. Based upon data as of December 31st of the preceding year. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.