Northwestern Mutual
San Diego
Find a financial advisor in our San Diego office.
How it works: Tell us about yourself, see your best matches, then connect with your top pick.
Already working with someone? Find them here
Directory for financial advisors and representatives
REFINE:
Expertise
Certifications
Languages
Last Name
Locations
Showing 229 advisor(s) and rep(s)
CFP®
Jonathan works with business owners and affluent professionals, including many from the most prestigious financial institutions, law firms and public accounting firms. He uses a holistic financial approach anchored by the client’s aspirations.Visit my websiteExpertise: Financial Planning, Fee-Based Financial Planning, Retirement Planning, Wealth Management, Investment Strategies, Life Insurance Planning, Disability Income Planning
Languages: English
Location: La Jolla CA, 92037
FINRA BrokerCheck
CFP®, CLU®, ChFC®, CLTC®
Visit my websiteExpertise: Financial Planning, Retirement Planning, Business Continuation Planning, Business Risk Management, Business Succession Planning, Business Valuation Planning, Estate Planning, Private Client Services, Qualified Plan Benchmarking, Qualified Plan Design Assistance, Qualified Plan Employee Education, Qualified Plan Fiduciary Education, Retirement Income Planning, Trust Services, Wealth Management, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning, Investment Strategies, Life Insurance Planning, Long Term Care Planning, Special Needs Planning
Languages: English
Location: La Jolla CA, 92037
FINRA BrokerCheck
MBA
Visit my websiteExpertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Business Valuation Planning, Disability Income Planning, Estate Planning, Financial Planning, Life Insurance Planning, Retirement Planning, Special Needs Planning, Education Funding, Employee and Executive Benefits Planning
Languages: English, Spanish
Location: Lake Oswego OR, 97035
FINRA BrokerCheck
CLU®, ChFC®
Since 1992,Scott has helped successful businesses, corporate executives and other high net worth individuals to achieve their individual goals. Scott offers a unique approach to the financial management process through an integration of five key components to comprehensive financial planning: risk management, investment strategies, estate planning, retirement income planning and business planning.Visit my websiteExpertise: Financial Planning, Retirement Planning
Languages: English
Location: La Jolla CA, 92037
FINRA BrokerCheck
ChFC®, CLU®, RICP®, AEP®, ChSNC®
My wife, Caryn and I have two sons and six grandchildren living in the area too. My mission is to work with business owners and professionals who are serious about having a rich life full of personal and financial success. Freedom to do what you want, with who you want, for as long as you want. Developing a plan that works for what you want in life is very rewarding.Visit my websiteExpertise: Financial Planning, Retirement Planning, Investment Strategies, Estate Planning
Languages: English
Location: Eugene OR, 97401
FINRA BrokerCheck
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
FINRA BrokerCheck
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
FINRA BrokerCheck
CFP®, RICP®, CLU®
Clinton and his team partner with medical professionals, young families and business owners to navigate their personal and professional lives helping them enjoy today and plan for tomorrow.Visit my websiteExpertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Estate Planning, Financial Planning, Retirement Planning, Special Needs Planning, Life Insurance Planning, Investment Strategies, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning
Languages: English
Location: Lake Oswego OR, 97035
FINRA BrokerCheck
MBA, CLU®, CFP®
Matt Benjamin runs an integrated wealth management practice in Salem, Oregon. He specializes in solving complex problems for business owners and their executives. With a comprehensive financial planning process, his team helps provide clients with peace of mind knowing their financial lives are in order so they can focus on what they do best - run their business!Visit my websiteExpertise: Retirement Planning, Estate Planning, Employee and Executive Benefits Planning, Business Continuation Planning, Business Succession Planning, Business Risk Management, Wealth Management, Special Needs Planning, Business Valuation Planning
Languages: English
Location: Salem OR, 97301
FINRA BrokerCheck