Jonathan L. Galego
Wealth Management Advisor|CLTC®
Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
Series 7, 65, 6, and 63 Licensed.
I graduated Bryant University in 2009 with a Major in Finance and a Minor in Sociology and Service Learning. Maintained a GPA of 3.74 in Finance and was a student of the market place graduating in some of the worst financial times. I was brought up in some pretty humble and frugal beginnings and think that comes out in my planning. I would love the opportunity to show you how professional and objective our team can be.
Personal
Jonathan Galego is a Wealth Management Advisor with the Northwestern Mutual - Providence. He joined Northwestern Mutual in 2009 after a developmental, yet successful, transition from the internship program, which is named as one of "America's Top Ten Internships”, according to the Vault Guide to Internships, 2017 Edition.
As a college senior Jonathan established his own financial services practice which led him to pursuing a full time career as a financial services Advisor post graduation. Jonathan graduated from Bryant University in 2009 with a bachelor's degree in Finance.
In 2010, Jonathan was awarded as a “Second 60” financial representative, an honor only earned by a small percentage of first year financial representatives with Northwestern Mutual. His hard work and commitment to his clients and growing his practice also awarded him as one of the top 5 producers in the Providence office – a standing generally held by representatives that have worked in the industry for more than ten years.
He has hit Million Dollar Round Table (MDRT) most years he has been in practice and achieved Lives Leader Summit this past 2016 and 2018. He and his team have worked diligently to embrace a culture of planning comprehensively and helping create a predictable and secure financial future.
On the weekends he thoroughly enjoys spending time with friends and family. His hobbies include ping-pong and ice hockey. Jonathan's most amazing future would be to travel Europe and ensure his parents retire comfortably.
He married his wife, Jodi, back in 2015 and they just had their son Judsen in November of 2017! He is a big proponent of family and traditions and strives to work hard as a commitment to his family and clients.
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.
