Mission Statement

The La Jolla office of Northwestern Mutal exists to secure futures and impact lives. Our mission is to provide expert guidance for a lifetime of financial security. Along with our network of specialists, we provide innovative solutions using world-class insurance services and internationally recognized investment products. Through this, we develop enduring relationships with our clients.

We are committed to and highly value integrity, accountability and professional excellence.



Northwestern Mutual La Jolla’s mission is to empower our clients to make informed financial decisions and feel confident in planning for their financial future. We strive to be the best financial planning firm in southern California and serve as a trusted guide for which you can rely on for honest recommendations and lifelong guidance. We help both our clients and our advisors build their financial future in a more proactive and strategic manner and position them to spend their life living.


The La Jolla office of Northwestern Mutal  helps clients achieve financial security through a comprehensive planning process, and the delivery of industry-leading products from Northwestern Mutual.

The La Jolla office of Northwestern Mutual is led by a robust, caring leadership team filled with people who lead by example and want to be a part of something bigger than themselves. The leadership team is constantly growing and changing as people are taking opportunities to build their own teams in other parts of San Diego, but our commitment to growing leaders keeps the team moving forward.

The group impacts the community through more than just providing financial security. As a team we are involved philanthropically on a consistent year-round basis in multiple organizations, one of which we work with as a team.


Core Values


Integrity- doing what is right no matter what

Growth-constantly striving to improve

Excellence- constantly exceeding expectations

Family- bringing your bests to the people that you care about


Northwestern Mutual financial representatives have the opportunity to determine their own financial futures while making an impact on others.

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#1 in the Financial Services Industry

- Selling Power's "50 Best Companies to Sell for Now." October 2016

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck