Jessica Aliotti

Beginning his career at Northwestern Mutual in 2020, Allan quickly transitioned into Operations and Wealth Management, where he excels in client portfolio analysis and developing comprehensive plan recommendations.

With a Bachelor's degree in Business Management from the University of Phoenix, Allan holds Series 7, 66, and Life, Accident, and Health licenses, ensuring comprehensive financial guidance.

Outside work, Allan enjoys spending time with loved ones, playing golf, tackling Spartan races, hiking, traveling, and being active in his Church Community.

Desiré has been a proud member of Northwestern Mutual since 2015. She grew up in Frenchtown, Montana and attended the University of Montana. She handles client onboarding for both investments and insurance as well as financial plan creation and development. When she is not spending time with her son, Bentley, Desiré enjoys hunting, camping, reading, watching hockey and rodeo! 

Cindy is proud to be a part of Northwestern Mutual since 2022. She specializes in investment operations and account opening. She was raised in Orange County for most of her life and pursued her passion for finance at Cal State Fullerton. She also holds the following certifications: Series 7, SIE, Series 63, and CA Life and Health Insurance.

Outside of work, she loves indulging in Boba tea and spending quality time with her golden retriever, Sammie. Her hobbies include Pilates and exploring the wonders of the world with her partner!

Valentina joined Northwestern Mutual in 2021 as an Associate Financial Representative. Her primary responsibility is to create a exceptional client experience. She handles all scheduling and client service operations - she is a key liason between you and your financial advisor. Valentina graduated from the University of Central Florida with a bachelor’s degree in Hospitality Management and then moved to California to pursue her career. Valentina currently holds her California Life, Accident and Health License. She lives in Newport Beach and loves traveling, diving, and doing orange theory in her free time.

Chelsea provides support with several marketing initiatives, including event planning and logistics, flyers, target market sponsorships, advertising, marketing collateral and decks, vendor research, and media relations. Chelsea earned her Bachelor of Arts degree, in Fashion Merchandising, from the University of South Carolina. She brings to the table her interpersonal and communication skills, along with her passion for people. 

Levon joined Northwestern in 2020 as a College Financial Representative, bringing with him a strong foundation in economics and organizational studies from Pitzer College.

He specializes in providing financial advice and helping clients navigate the complexities of their finances. He holds several certifications including SIE, Series 6, Series 63, and CA Life and Health Insurance.

Outside of work, Levon enjoys working out, watching sports, snowboarding, and spending time with friends around Orange County and Los Angeles.