Garrett T Bleakley
Managing Director|CLU®, CFP®
Personal
Originally from New Jersey, Garrett Bleakley and his wife Kelly, live in La Jolla with their wonderful sons, Tucker, Luke and Grant.
Garrett received his Bachelor’s of Arts Degree in Economics from The University of Colorado-Boulder and has been a financial professional for Northwestern since 2001. His areas of expertise include Personal Planning Analysis, Business Planning Analysis and Retirement Solutions. Garrett became the Managing Director of the La Jolla Group in 2011.
Garrett’s core values are integrity, accountability and leadership. His clients appreciate his good-natured spirit and his commitment to their needs.
Professional
I started with Northwestern Mutual in 2001 as an intern while attending the University of Colorado Boulder. After obtaining my degree in Economics, I continued my career as a financial advisor with Northwestern Mutual in San Diego. I later continued my education to earn my Chartered Life Underwriter (CLU®) and Certified Financial Planner (CFP®) professional designations.
My focus has always remained on establishing long-lasting relationships with local San Diego families as well as small business owners. By providing financial security through a comprehensive planning process, my team and I help to ensure the protection and growth of our clients’ assets and lifestyle.
During June of 2006, I became a College Unit Director to help other college students determine if a career path with Northwestern Mutual was the right opportunity for them. I further broadened my leadership skills and expertise, and in June of 2009 I became a Field Director in Del Mar. In October of 2010, I began my tenure as the Managing Director first in Del Mar and then opened our La Jolla office in 2012. I have been here ever since.
I hope to continue to grow the team in La Jolla with the hopes of becoming the most successful financial services firm in San Diego by adding new, talented financial advisors and challenging them to provide the best possible service to their community.
Years of Experience
Representing Northwestern Mutual since 2001.
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.
