Northwestern Mutual
Carlsbad
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Showing 27 advisor(s) and rep(s)
Expertise: Financial Planning, Retirement Planning, Life Insurance Planning, Special Needs Planning, Long Term Care Planning, Education Funding, Disability Income Planning, Business Succession Planning
Languages: English
Location: Carlsbad CA, 92008
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CFP®
I have been a San Diegan since 1991, and can't imagine a better place to live with my wife Liesa, and to raise my four children, Payton, Jaxson, Andersen and Hudsen. A University of Kentucky graduate (GO CATS!), I specialize in helping young families like my own plan for their personal and financial futures, and in helping those nearing retirement transition into their next financial stage.Visit my websiteExpertise: Business Continuation Planning, Retirement Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning, Estate Planning, Financial Planning, Investment Strategies, Life Insurance Planning, Long Term Care Planning
Languages: English
Location: Carlsbad CA, 92008
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CLU®, CLTC®
Visit my websiteExpertise: Retirement Planning, Financial Planning, Disability Income Planning, Employee and Executive Benefits Planning, Investment Strategies, Long Term Care Planning, Life Insurance Planning, Business Succession Planning, Private Client Services, Estate Planning, Education Funding, Retirement Income Planning, Wealth Management
Languages: English
Location: Carlsbad CA, 92008
FINRA BrokerCheck
Expertise: Retirement Planning, Education Funding, Financial Planning, Disability Income Planning, Investment Strategies, Life Insurance Planning, Long Term Care Planning, Business Risk Management, Business Succession Planning, Employee and Executive Benefits Planning, Estate Planning
Languages: English
Location: Carlsbad CA, 92008
FINRA BrokerCheck
Expertise: Education Funding, Financial Planning, Retirement Planning, Life Insurance Planning, Disability Income Planning
Languages: English
Location: Carlsbad CA, 92008
FINRA BrokerCheck
Languages: English, Spanish
Location: Carlsbad CA, 92008
FINRA BrokerCheck
Expertise: Financial Planning, Life Insurance Planning, Long Term Care Planning, Retirement Planning, Special Needs Planning
Languages: English
Location: Carlsbad CA, 92008
FINRA BrokerCheck