About me
Alexis McCafferty grew up in Roseville, California and attended the University of Nevada, Reno in 2015. There, she studied political science and international affairs. She worked as a Legal Secretary right out of college for a firm specializing in workers' compensation and personal injury. She then worked in a real estate office as the Operations Manager, ensuring the systems within the organization were organized and operating seamlessly. In the meantime, she began to take a personal interest in finance, realizing there is a lack of financial literacy in her community which led those she loved into unfortunate circumstances. When financial planning presented itself as a viable career path, she excitedly threw herself into the industry and has found the ability to help those around her in this way to be extremely fulfilling. She believes in the power of a plan and what foresight can do for families. Alexis came to this career to help people but stayed due to the ability to connect deeply with her clients during significant stages of life. Apart from her passion for this work, she loves to explore various parts of the world, getting lost in nature, or indulging in food and wine in the city. She believes human connection is one of the most powerful forces in our universe and aims to make new connections every day through this work.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
