Northwestern Mutual
Greater Atlanta
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Showing 23 advisor(s) and rep(s)
CFP®, CPA, CLU®, CLTC®, RICP®
A New Orleans native, I've lived in Atlanta since 2006. I'm married to Kimberly and we're proud parents to Cole, Annie, Case, and Crew. I specialize in comprehensive financial planning for pre-retirees, business owners, & physicians. Conversations with my clients revolve around creating a long-term financial game plan encompassing managing wealth, mitigating risk, and saving money tax efficiently.Visit my websiteExpertise: Wealth Management, Financial Planning, Investment Strategies, Retirement Planning, Education Funding, Estate Planning, Business Risk Management, Employee and Executive Benefits Planning, Life Insurance Planning, Retirement Income Planning, Disability Income Planning, Long Term Care Planning, Special Needs Planning, Business Succession Planning
Languages: English
Location: Peachtree Corners GA, 30092
FINRA BrokerCheck
MSFS, CFP®, RICP®, ChFC®, CASL®
I am passionate about helping couples retire well. Most of the people I meet have collected financial products over their life but have not completed a planning process that allows them to have peace around retirement. My team and I will help put together strategies and tactics that will help ensure you know how much money you can spend, save money on taxes and live the retirement you've dreamed of.Visit my websiteExpertise: Financial Planning, Retirement Income Planning, Wealth Management, Long Term Care Planning
Languages: English
Location: Peachtree Corners GA, 30092
FINRA BrokerCheck
CFP®, CLU®, CLTC®
With over 16 years of experience in the financial services industry, Victor helps clients plan for long-term financial security. His mission is to provide clients with a world class planning experience that provides clients with financial peace of mind, so that they can focus on the people and things they love and care about, and not worry about money.Visit my websiteExpertise: Financial Planning, Retirement Income Planning, Disability Income Planning, Investment Strategies
Languages: English
Location: Peachtree Corners GA, 30092
FINRA BrokerCheck
CFP®, CLU®, ChFC®, CASL®, RICP®
Brent Burke is a Certified Financial Planner with Northwestern Mutual for 15 years where he serves high net worth clients and business owners. Brent Burke lives just outside of Atlanta. Brent’s Mission is To know and be known by my God.To love, provide for and nurture my family.To be courageous, strive for and protect my clients.To help them reach their financial dreams while there is still time!Visit my websiteExpertise: Investment Strategies, Business Continuation Planning, Business Risk Management, Estate Planning, Financial Planning, Retirement Income Planning, Wealth Management, Disability Income Planning, Employee and Executive Benefits Planning, Life Insurance Planning, Long Term Care Planning, Retirement Planning
Languages: English
Location: Peachtree Cor GA, 30092
FINRA BrokerCheck
CFP®, RICP®, ChFC®
My team and I will deliver holistic financial advice. We take time to get to know each client on a personal level, and will help you implement a strategic plan for long-term success.Visit my websiteExpertise: Financial Planning, Retirement Planning, Wealth Management, Life Insurance Planning, Disability Income Planning, Education Funding, Long Term Care Planning
Languages: English
Location: Peachtree Corners GA, 30092
FINRA BrokerCheck
CFP®
Visit my websiteLanguages: English
Location: Peachtree Cor GA, 30092
FINRA BrokerCheck
CLU®, ChFC®, CFP®
Visit my websiteExpertise: Financial Planning, Wealth Management, Estate Planning, Retirement Planning, Business Continuation Planning, Employee and Executive Benefits Planning
Languages: English
Location: Peachtree Corners GA, 30092
FINRA BrokerCheck
ChFC®, RICP®, CLTC®
I am a native of the Atlanta area and now live near Peachtree City. My clients are in Atlanta and all over the country. I'm married and have 3 children, a dog and a cat. I specialized in comprehensive financial planning with a focus on retirement planning. I work with my clients to create a long-term financial game plan that manages wealth, mitigates risk, and saves money tax efficiently.Visit my websiteExpertise: Financial Planning, Wealth Management, Life Insurance Planning, Retirement Planning, Long Term Care Planning, Estate Planning, Disability Income Planning, Education Funding, Business Succession Planning, Employee and Executive Benefits Planning, Business Risk Management, Business Continuation Planning, Special Needs Planning
Languages: English
Location: Peachtree Cty GA, 30269
FINRA BrokerCheck
Expertise: Financial Planning, Retirement Planning, Business Risk Management, Business Continuation Planning, Life Insurance Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning, Long Term Care Planning, Special Needs Planning
Languages: English
Location: Peachtree Cor GA, 30092
FINRA BrokerCheck