Chasen Ozawa

I lead a financial planning practice with a team of specialists to help my clients dream bigger and achieve financial security. My mission is to build lifelong relationships with my clients in order to help them identify their security needs and create solutions to achieve their financial goals. Specifically, I specialize in wealth accumulation, risk management, and tax-efficient strategies.

In my free time, I enjoy playing beach volleyball, jiu jitsu, hiking, going to concerts, and exploring new restaurants with friends and family.

Financial Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.

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.