Ronald L Engstrom
Financial Advisor|CLU®, ChFC®
Personal
Born and raised in Superior, Wisconsin, I moved to Tulsa in 1977 to begin my career with Northwestern Mutual. In August of 2013 I relocated my practice to Sarasota, Florida, my wife's hometown. I married Lael in 1981. Currently she is working for the University of South Florida administering a Federal grant.
We have two children; Eric, who is married and a second year medical school student at the University of Oklahoma, and Leah is a senior majoring in human and family relations at John Brown University in Siloam Springs, AR.
I enjoy running, bicycling, hiking, fly fishing, snow skiing and camping.
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.
Professional
I have earned the following designations:
- Chartered Life Underwriter (CLU®)
- Chartered Financial Consultant (ChFC®)
Associations and Memberships
- National Association of Insurance & Financial Advisors
- Lakewood Ranch Business Alliance
Years of Experience
Representing Northwestern Mutual since 1977.
Education
U of Wisconsin, Madison - Insurance (Bachelor of Business Administration)
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.
