Personal
Jaime is very passionate about the subject and his role – Financial Planning and Wealth Management. Every morning when he wakes up, he asks himself “What can I do better for my client’s lives today?” Being the educator that he is, he loves to help people who seek financial advice, teach them about investing and financial planning in an easy-to-understand language, and helps people to achieve their financial goals.
Jaime grew up in Connecticut. He enjoys sports, traveling and spending time with friends and family. He is a member of the New York Athletic Club and plays on the 5.0 Men’s squash team. Furthermore, Jaime roots for NY Nets, NY Rangers, NY Mets, and NY Jets.
He currently lives in Midtown Manhattan and during the holidays, you can spot him in Sarasota Florida.
Overall, he demonstrates a comprehensive solution to a large set of problems, he genuinely has an interest in people’s lives by maintaining regular communication, educating them each time they talk and making sure they are comfortable with the strategies in place.
Jaime is only one call or email away, anytime you need him.
Professional
Jaime is a Financial Advisor and Director at the Tri-Harbor Financial office of Northwestern Mutual. He joined Northwestern Mutual in 2013 after graduating from Ohio Wesleyan University with a degree in Economics. He specializes in retirement planning, investment management, estate planning, college planning, life insurance, disability insurance, and long-term care insurance.
He takes a comprehensive approach to planning by getting to know his clients and providing customized plans and solutions for their financial security. If any client asks why a certain investment has been chosen for them, he shares and educates them on the reason it was selected and how it can help meet their goals. Moreover, through his monthly, quarterly, and annual review conversations, Jaime ensures his client’s needs and goals haven’t changed and if they do change, he develops strategies and plans by making sure they align with the client’s new needs and goals!
Jaime has earned the Forum Qualifier Award which recognizes the Top 5% of advisors within Northwestern Mutual nationally.
Lending a hand in my community.
As part of Northwestern Mutual, Jaime is 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, Investment Strategies, Life Insurance Planning, Long Term Care Planning, Disability Income Planning, Education Funding, Estate Planning, Retirement Income Planning, Retirement Planning, Special Needs Planning.
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.
