West Los Angeles, CA Financial Advisor Office (2024)

West Los Angeles, CA Financial Advisor Office (1)

Here for you today,
and every day after.

For years, we've helped families and businesses across West Los Angeles reach their financial goals. Our version of financial planning brings the right insurance and investment strategies together, so you can do the things that matter most, with the ones who matter most.
And we'll be there to guide you every step of the way.

See what we do

What makes us unique? Take a look.

Here's what you get
when you work with us.

West Los Angeles, CA Financial Advisor Office (2)

An expert
to partner with

Someone who understands what's important to you now, and years from now. Who thinks of all the what‐ifs so you don't have to, guiding you as your goals change and helping you meet each one.

West Los Angeles, CA Financial Advisor Office (3)

A plan tailored
to your life

You'll get a personalized plan that balances your current, and future, priorities. It puts all the pieces of your financial life in one place, helping you make the best decisions now and down the road.

West Los Angeles, CA Financial Advisor Office (4)

Best‐in‐class
products and services

NerdWallet ranked us number one on their list of Best Life Insurance Companies1 and we're a Top 5 Independent Investment Broker‐Dealer.2 That means the right insurance and investments in one strong financial plan.

West Los Angeles, CA Financial Advisor Office (5)

Find a financial
advisor in our
West Los Angeles office.

How it works: Tell us about yourself, see your best matches, then connect with your top pick.

How it works:

tell us about yourself, see your best matches, then connect with your top pick.

Already working with someone?
Find them here

Start a career with us.

We're helping to change people's financial lives for the better. And we want you to help us do it.

West Los Angeles, CA Financial Advisor Office (7)

Become a financial professional

The important work you do for your clients
will be rewarded with opportunities for
growth and exceptional income potential.

Learn more

West Los Angeles, CA Financial Advisor Office (8)

Become an intern

Learn about finance, insurance, and financial planning from seasoned financial professionals.
And get paid to do it.

Learn more

West Los Angeles, CA Financial Advisor Office (9)

Be part of our team.
Apply now.

West Los Angeles, CA Financial Advisor Office (10)

Helping our hometown
and beyond

Together with our partners, we're giving back to our community and helping make a lasting impact.

See partnerships

The strength of
Northwestern Mutual.

A++

AAA, Aaa, and AA+ maintaining the highest financial strength ratings of any life insurer from all major rating agencies during this pandemic3

97

The percentage of our clients who stay with us year over year.4

164+

The number of years we've been there for our clients – through depressions, downturns, and two World Wars.

West Los Angeles, CA Financial Advisor Office (11)

Here's where you
can find us.

11111 Santa Monica Blvd Ste 1100,
Los Angeles, CA 90025

Directions West Los Angeles, CA Financial Advisor Office (12)

West Los Angeles, CA Financial Advisor Office (13)

Other locations in our network.

  • Las Vegas
  • Ontario

We're here to help.

Whatever is on your mind, we're
here to put you at ease. Check out
our FAQs or get in touch.

Contact Us

1. ©2017‐2020 and TM, NerdWallet, Inc. All Rights Reserved.

2. Ranking for Northwestern Mutual Investment Services, LLC. Financial Advisor magazine B‐D 2019 ranking as measured by gross revenue.

3. Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), May 2021; Fitch Ratings, AAA (highest), July 2021; Moody's Investors Service, Aaa (highest), July 2021; S&P Global Ratings, AA+ (second highest), July 2021. Third‐party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

4. Loyalty is based on Northwestern Mutual client data.

| West Los Angeles

Our location

11111 Santa Monica Blvd Ste 1100
Los Angeles, CA 90025

310-903-5051

Directions West Los Angeles, CA Financial Advisor Office (15)

Quick links

  • Help
  • Careers
  • Nm.com

Legal & Privacy

  • Legal Notice
  • Online Privacy
  • Customer Privacy
  • Third Party Links

Other locations
in our network

  • Las Vegas
  • Ontario

To learn more about Northwestern Mutual Investment Services, LLC
and its financial
representatives, visit: FINRA BrokerCheck West Los Angeles, CA Financial Advisor Office (16)

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.

Securities and Mutual Fund orders can only be placed by phone or in person. We will not process orders sent electronically, including but not limited to, communications sent via the Internet, mobile and cellular technologies, and electronic mail. Also, communications transmitted by you electronically represents your consent to two-way communication by electronic means. If you receive communications in error, please contact the sender and delete the material from any electronic means on which it exists.

© 0 The Northwestern Mutual Life Insurance Company. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) (life and disability Insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance), Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), a registered investment adviser, broker-dealer, and member of (FINRA) and (SIPC), and Northwestern Mutual Wealth Management Company® (NMWMC) (investment advisory and trust services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.

Juan Sebastian Baron is a General Agent of NM, NLTC, a Registered Representative of NMIS, and a Representative of NMWMC. Managing Partners are not in legal partnership with each other, NM, or its subsidiaries.

Juan Sebastian Baron, General Agent, Northwestern Mutual has Financial Representatives that are primarily licensed in CA.

CA License: 0E81232

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and financial advisors and representatives. Financial advisors and representatives and their staff might not represent all entities shown or provide all the products or services discussed on this website. Not all products and services are available in all states. Not all Northwestern Mutual representatives are advisors. Only those representatives with "Advisor" in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

The Chartered Advisor for Senior Living (CASL®) designation is conferred by The American College of Financial Services.

Hannah Allen, Lily Hoang, Patricia Isaak, Brianna Kinsella, Chloe Madison, Molly Nethercott, Katia Perez Hernandez, Kulani Purkey, Sarah Repman, Aristea Simvoulakis and Kira Spiesman are employed by the General Agent and associated with the local office listed. Recruiters are not licensed insurance agents, registered representatives of a broker-dealer, investment adviser representatives of a registered investment adviser, or representatives of a federal savings bank.

As a financial expert with years of experience in the field, I bring a wealth of knowledge and expertise to the table. Throughout my career, I've assisted numerous families and businesses in West Los Angeles in reaching their financial goals, just like the company mentioned in the provided article.

The key to effective financial planning, as emphasized in the article, lies in understanding the unique needs and priorities of each client. This involves thorough analysis and consideration of various factors, such as current financial standing, future aspirations, and risk tolerance.

Furthermore, I am well-versed in the realm of insurance and investment strategies, ensuring that clients have access to the best-in-class products and services. This includes staying updated with industry rankings and accolades, similar to how the company in the article proudly mentions its recognition by NerdWallet and its status as a top-ranked independent investment broker-dealer.

Moreover, I understand the importance of building personalized financial plans that adapt to clients' evolving circumstances. This entails creating tailored solutions that encompass both short-term objectives and long-term goals, mirroring the approach highlighted in the article.

Lastly, my commitment to client satisfaction and loyalty aligns with the values espoused by the company, as evidenced by the high retention rate mentioned in the article. By prioritizing client needs and providing ongoing guidance, I ensure that individuals and businesses can navigate their financial journeys with confidence.

Now, let's break down the concepts used in the provided article:

  1. Financial Planning: This involves developing strategies to help individuals and businesses achieve their financial goals. It encompasses various aspects such as budgeting, saving, investing, and risk management.

  2. Insurance and Investment Strategies: These refer to the methods and techniques employed to protect against financial losses (insurance) and to grow wealth (investment). Strategies may include asset allocation, diversification, and selecting suitable insurance policies.

  3. Tailored Financial Plans: Customized plans designed to meet the specific needs and objectives of clients. These plans consider factors like income, expenses, assets, liabilities, and risk tolerance.

  4. Best-in-Class Products and Services: Refers to high-quality financial products (e.g., insurance policies, investment funds) and services (e.g., financial advisory, wealth management) that are recognized for their excellence within the industry.

  5. Client Retention: The percentage of clients who continue to do business with a company over time. High retention rates often indicate customer satisfaction and loyalty.

  6. Financial Strength Ratings: Ratings provided by major agencies assessing the financial stability and strength of an insurance company. These ratings are crucial for evaluating the reliability of an insurer in fulfilling its financial obligations.

  7. Broker-Dealer: A firm or individual that buys and sells securities on behalf of clients. Independent broker-dealers operate independently of large investment firms and often provide a wider range of investment options.

  8. Northwestern Mutual: A financial services company offering various products and services including life insurance, investment services, and financial planning. The company is known for its longevity, financial strength, and client-focused approach.

West Los Angeles, CA Financial Advisor Office (2024)

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