Clifford M Mortensen II
Managing Director|MBA, CLTC®
About me
I am a Financial Advisor who specializes in comprehensive planning for mid to senior level professionals with exceptional career trajectories. I help my clients create financial plans that are unique to their goals and priorities with a particular focus on tax efficiency.
The best part of my job is that I get to walk alongside my clients as they save and invest to build their ideal lifestyle and plan for the future. Watching my clients buy their dream home, send their kids to the university of their choice, and ultimately retire with confidence is incredibly rewarding.
I’ve been with Northwestern Mutual since 2009 when I completed my MBA at Pepperdine University. Go Waves! You can still find me on campus from time to time, speaking in classrooms about “Financial Planning 101” and promoting our internship program to find the next generation of financial advisors.
When I am not working, you will find me on the golf course or at the barn watching my wife Haley ride her horse Alana. Haley and I love traveling, hitting the slopes in the winter, and spending quality time with our friends and family.
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.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
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.
