About me
Victor was born in Michoacan, Mexico and moved to Coachella California when he was 5. There he grew up with his 5 siblings Jesus, Angelica, Martin, Rosa and Maria "Lupita". On August 2020 Victor married the love of his life Hannah and the very next day she started law school at University of Southern California, Fight On! Hannah has since graduated, passed the Ca bar, and started work as an attorney.
Victor specializes working with:
- Hispanic and Latina / Latino Community: Growing up in a big, loud, Mexican family has given me a very soft spot for that demographic. Victor believes that this sector of the market is often overlooked by the financial services industry and he's looking to change that. Victor is also a board member at the Latino Council at Northwestern Mutual where they continually push for more education to our community.
- Business Owners: Victor discovered his love for working with business owners during his 2nd year in the business. He realized that business owners are often sold products not planning. Victors approach to this problem is to take a 3 step approach. First is to do actual business planning, then is wealth management, finally is succession planning.
- Attorneys: Victors wife is an attorney and he was there first hand observing just how much work it take to get through LSAT exam, law school applications, 1L (bar reviews), Law Review write on, OCI, bar prep, and finally taking the bar! Again, Victor knows how hard attorneys worked to get to where they are.
Victors team pride themselves on integrity, courage, and respect. Partnering with us and our years of experience there is no problem that is out of our scope.
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.
