de Winter Leif Stewart
Wealth Management Advisor|CFP®, ChFC®, CLTC®, MBA
Personal
de Winter was born and raised in New York City, to which he attributes his ability to adapt to most environments. Not just a cliché, though. He’s put this to the test by traveling to 69 countries on five continents. He also speaks fluent French and what used to be good Spanish. All of which enables him to connect with people from so many different backgrounds with so many different life circumstances.
de Winter has called Los Angeles home for 20 years. He is married to Seema, a healthcare attorney, who was a member the Canadian National Track Team for many years while completing her undergraduate and law school studies. They attribute their happy marriage to having agreed to never race each other. They have a daughter named Satara, who is eight going on eighteen.
When de Winter is not working, he is either playing tennis or choreographing dance fighting routines with his ballet ninja daughter.
de Winter holds a Bachelor of Science degree in Industrial & Labor Relations from Cornell University and an MBA from Columbia Business School.
Professional
de Winter provides holistic financial planning and risk management guidance to a broad range of professionals, entrepreneurs and their families. He started his financial services career in Goldman Sachs’ Private Wealth Management group in New York.
de Winter went on to have a successful career in the executive recruiting industry, holding leadership roles in which he advised C-level executive clients and helped a myriad of professionals advance their careers. He also developed and led successful teams.
As a fiduciary, de Winter helps his clients to grow their assets, protect what’s important to them, and implement tax-efficient strategies.
Licenses and Designations
de Winter holds the following licenses and designations:
FINRA Series 6, 7, 26, 63, 65
CERTIFIED FINANCIAL PLANNER™ Professional
The CERTIFIED FINANCIAL PLANNER™ Professional designation is awarded to individuals who successfully complete the CERTIFIED FINANCIAL PLANNER™ Professional Board's initial and ongoing certification requirements. Individuals desiring to become a CERTIFIED FINANCIAL PLANNER™ Professional must take extensive exams in the areas of financial planning, taxes, insurance, estate planning, and retirement.
Chartered Financial Consultant ChFC®
The ChFC® designation represents a comprehensive education that addresses all aspects of personal financial planning, with a focus on practical, real-world applications. ChFC® designees are committed to professional and ethical best practices and must recertify this commitment annually.
Certified Long Term Care CLTC®
The CLTC Certification for Long-Term Care educates professionals in the fields of insurance, financial services, law and accounting about the severe consequences a need for care over an extended period of years would have, not on their client, but on the emotional, physical and financial wellbeing of those the client loves. The goal is to give these professionals the proper skill set to discuss those consequences, offer a plan to mitigate them, and when appropriate, recommend long-term care insurance as a funding source for that plan.
Life and Health: Lic# 0I03680
Awards and Recognition
Northwestern Mutual Forum Producer: 2020, 2021, 2022, & 2023
Northwestern Mutual Lives Leader: 2019, 2020, 2021, 2022, & 2023
Million Dollar Round Table Qualifying Member: 2014-2023
MDRT is the premier association of financial professionals, who must qualify for membership each year.
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 de Winter is involved with:
Private School Village
PSV is a community of support that focuses on positively transforming the private school experience for families with African American children. A parent-led, nonprofit organization, PSV encourages parent engagement to instill well-being, normalize inclusive and equitable communities, and bring about lasting systemic and institutional policy and process change that impacts a student's ability to thrive.
Alumni Association Columbia Business School
Additionally, he sits on the board of the Columbia Business School Alumni Chapters of Los Angeles and Orange County.
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.
