Northwestern Mutual
Monterey
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Showing 6 advisor(s) and rep(s)
ChFC®
Originally from Salinas, California, I attended Hastings College in Nebraska where I played college soccer for 5 years. My goal is to leave a lasting impact on the lives of others, especially in the Spanish-speaking community. I enjoy helping people in their financial planning with an emphasis in tax minimization, investment planning, retirement planning, and insurance planning.Visit my websiteExpertise: Financial Planning, Retirement Planning, Life Insurance Planning, Disability Income Planning, Investment Strategies
Languages: English, Spanish
Location: Monterey CA, 93940
FINRA BrokerCheck
Expertise: Financial Planning, Life Insurance Planning, Employee and Executive Benefits Planning, Retirement Planning
Languages: English
Location: Monterey CA, 93940
FINRA BrokerCheck
CFP®, CLTC®
I specialize in working with driven, successful professionals looking for financial education, and comprehensive planning. My team and I focus on tax-efficient strategies, as well as wealth accumulation and protection to help people build a strong financial foundation for their lives.Visit my websiteExpertise: Financial Planning, Wealth Management, Life Insurance Planning, Disability Income Planning, Long Term Care Planning
Languages: English
Location: Monterey CA, 93940
FINRA BrokerCheck
Expertise: Financial Planning, Business Risk Management, Retirement Planning, Life Insurance Planning, Estate Planning, Disability Income Planning
Languages: English
Location: Monterey CA, 93940
FINRA BrokerCheck
Expertise: Financial Planning, Life Insurance Planning, Disability Income Planning
Languages: English
Location: Monterey CA, 93940
FINRA BrokerCheck