Andy Stevens
Financial Advisor|CFP®, CLU®, RICP®
Professional
I'm committed to helping you get closer to your dreams. Before we can both commit to working together, we need to get to know each other so that you can feel comfortable sharing all the information needed to create your comprehensive plan. I look forward to sharing our approach to financial power so that you can decide if our style is a good fit for you and your family.
- Northwestern Mutual Financial Advisor.
- Certified Financial Planner.
- Retirement Income Certified Professional.
- Chartered Life Underwriter.
- Bachelor of Science- Financial Services-St. Marys College of California.
- Experienced business manager; helped run multi-million dollar annual budgets for large Fortune 100 firms.
- Former U.S. Marine.
Years of Experience
Representing Northwestern Mutual since 2012.
Education
Saint Mary's College of California, Financial Services (Bachelor of Science)
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
Beads of Courage
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.
Veterans Affairs
I am an advocate for Veterans Affairs and local support groups. Through my volunteer work with disabled veterans at the local Veterans Administration Hospital, I provide financial support and therapy for those of us who have sacrificed for others.
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.
Here are my areas of expertise
We focus on tried and true long-term strategies and financial vehicles that provide the most efficient way to create wealth while minimizing market and tax risk.
Retirement Planning & Income Strategies
Business Planning & Succession
Disability Planning for Physicians & Dentists
Tax-Efficient Strategies
Investment Planning & Strategies
Insurance Protection Strategies
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.
