Born and raised in Martinez, CA, I am a licensed Financial Advisor on a mission to empower and help you get closer to your dreams while accompanying them as we uncover your financial strength.
By prioritizing goal-setting, I strive to create a safe, comfortable space where collaborative efforts are made to build a solid financial plan. With the licenses I've obtained – including FINRA's Series 6 and Series 63, and years of experience in the financial industry, I have built an advisory practice specializing in preparation.
I graduated Cum Laude from the University of San Francisco, where I played baseball for the University of San Francisco Dons and was drafted by the Washington Nationals in the 13th round of the MLB Draft. Following my career with the Washington Nationals organization, I returned to USF as Director of Operations for their Baseball Team.
I began my career with Northwestern Mutual in 2019. I recently became a Growth and Development Director in our San Francisco Office, where I have the opportunity to help grow and mentor new financial representatives.
Elliott M Waterman
Growth and Development Director
Personal
Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
Years of Experience
Representing Northwestern Mutual since 2019
Education
Bachelors of Science in Business Administration from the University of San Francisco
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
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.
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.
