Stella Oak Financial and Insurance Services
James Marlowe Hazelton
Financial Advisor|CLU®, CFP®
Personal
Jim Hazelton grew up in Connecticut. His dad was Director of Athletics at Trinity College in Hartford so Jim grew up on the athletic fields playing every sport there is. Of course he attended Trinity College, he captained the lacrosse team and studied History. After graduating he moved to Boston and started a career as a stockbroker. Warm weather lured Jim to the West Coast and he never left. He is father to Finn and a washed up athlete!
Professional
Jim Hazelton is a CERTIFIED FINANCIAL PLANNER™ Professional, and is licensed for Life and Health Insurance, Annuities, Long Term Care Insurance, and Disability Insurance in multiple states. He has his Series 6, Series 63, Series 65 securities licenses. Jim is well versed in:
- Financial Planning
- Insurance Planning
- Investments
- Planning for Business Owners
Years of Experience
Representing Northwestern Mutual since 2012.
Education
Trinity College, Hartford, CT - History (Bachelor of Arts)
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.
