Get to know my dedicated team
Chimmy has built a team of expert professionals that take pride in building trusting relationships with clients and are committed to providing the best client experience. Through our network and wide array of specialists, our team has over 50 years of combined experience identifying and executing on all aspects of our clients personal and business needs to create a solid and personalized financial plan. We aim to help our clients achieve their goals, legacy, and generational wealth.
Sara Castillo
Financial Planning Coordinator
Nate Sandoval
Investment Operations Associate
Network of Specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
Josh S Albert
CFP®, ChFC®
Wealth Management Advisor
Josh has been a Financial Advisor with Northwestern Mutual since January, 2013. Josh holds his Series 7 and Series 63 investment registrations, along with the CERTIFIED FINANCIAL PLANNER™ Professional designation. Outside of work, Josh is a Board Member for Sacramento Self Help Housing.
Jeremy J. Wakamiya
Financial Advisor
Jeremy offers business and household clients advice and recommendations in two key areas of financial planning: Insurance and Asset Management. Jeremy combines deep product knowledge with a wide array of business experience and perspective to provide best in class service and products to his clients.
Alec Garofalo
CFP®
Financial Advisor
Alec Garofalo has been a financial advisor with Northwestern Mutual since 2017. Alec’s mission is to positively impact and partner with his clients to help them achieve their financial goals through strategic financial planning. Alec helps individuals, families and businesses reach financial security and stability through insurance and investment solutions, with an emphasis in retirement planning.