Elevating the Financial Position of Affluent Families through Fully Customized & Integrated Planning
Josue Leon
Financial Advisor
Financial Success Happens by Design
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:
Palm Beach Atlantic University
If you’re ready to live out your passions, PBA has the tools that can put your talents to work. Every year, PBA graduate students advance their careers and invest in their futures by pursuing a graduate or professional programs that flex for the life you have, so you can build the future you’ve been chosen for.

Xcel Florida
Xcel’s innovative approach to mentoring and experiential learning provides high-quality programming that breaks through barriers and is accessible to populations that would otherwise not have the opportunity to benefit from the curriculum and access to the necessary skills needed for a career in a trade or vocation. Xcel’s community partnerships further strengthen its reach and overall impact making it possible to cultivate a pipeline into pre-apprentice, apprenticeship, and employment that is the first of its kind to exist in Palm Beach County.

The Northwestern Mutual difference
No. 1
Best life insurance company for consumer experience, 2023. (NerdWallet)1
Top 5
We're one of the Top U.S. Independent Investment Broker-Dealers.2
$8.2B
In dividends expected to be paid in 2025.3
A++
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4