Bruce M Mozinski
Wealth Management Advisor|CFP®, CLU®, RICP®, CASL®
Professional
I have spent almost 50 years assisting families in the critical areas of insurance, investments and personal/business planning. As I have a strong belief in the importance of education, I've actively sought out professional designations, including CERTIFIED FINANCIAL PLANNER™ Professional certification, Chartered Financial Consultant (ChFC®), Retirement Income Certified Professional(RICP®), Chartered Life Underwriter (CLU®) and Charted Advisor to Senior Living (CASL®), in addition to earning a Master's of Science in Management (MSM).
For over 25 years, I recruited, trained and developed other financial services professionals, while continuing to work directly with clients. In 2001 I made the decision to step down from direct management, to focus on building a values-based financial planning practice.
During the last 15 years, I have built a team of professionals, dedicated to addressing the best interests of our clients at all times, through the use of comprehensive planning and best in class financial products. Our belief is that by taking a step back to truly understand our clients values and objectives, we are in the best position for building a plan that is focused on what truly matters most to those we serve. We continue to work with our clients, as they deal with the unforeseen changes that life brings, which helps them to comfortably and confidently move forward.
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.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
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.
