Alex Harbert
Growth and Development Director|CFP®
About me
Personal
Alex was born in Harrisburg, Pennsylvania. At the age of three, Alex moved to St. Joseph, MI where he grew up. He graduated Elmhurst College with a Double Major in Finance and Management. Alex was also part of the Elmhurst Men’s Tennis team where he was a 3-time team Captain and helped lead the Blue Jays to Back-to-Back conference Championships as the #1 Singles and #1 Doubles Player on the team.
Alex and his wife Cassandra reside in Elmhurst with their three animal rescues: two dogs Eevee and Zelda; and their cat Cali. In his free time, Alex enjoys traveling with his wife and going to Disney World.
Professional:
Alex joined Northwestern Mutual upon graduating from Elmhurst College. Throughout his career, Alex has consistently set the standard for excellence since his start in 2014. Alex obtained his Certified Financial Planner in 2021.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
