Esmeralda Quintero
Financial Advisor|CFP®, ChFC®
Professional
Esmeralda Quintero has been in the financial services industry since 2016 and has expanded her knowledge in areas such as banking, tax services, and now focuses on comprehensive financial planning.
She is a first generation student and has earned a bachelor's degree from San Diego State University and is currently working towards continuing her education in this industry to best serve her clients.
She started her career with Northwestern Mutual as an intern and was nominated as one of the top 3% Financial Representative in the whole Northwestern Mutual United States network during her first year. She has been growing her financial practice ever since and currently represents the firm as a top 150 diverse-women advisor across the country.
When you speak to Esmeralda she will note that numbers are important at the end of the day, but what is more important to her is clearly understanding what her clients' goals and dreams are. She strongly believes money is not happiness, but instead it is freedom!
Education
Bachelor of Science in Business Administration with a focus in Financial Services from San Diego State University
Chartered Financial Consultant - 2020 - ChFC®
CERTIFIED FINANCIAL PLANNER® - 2024 - CFP®
Personal
Esmeralda, was born and raised in San Diego, California. She grew up in a humble Hispanic immigrant household and is a first generation in her family lineage to graduate. Growing up she noticed the impact of finances to her family and those around her. She learned quickly that money/investing/taxes isn’t something our education system goes in depth on. She started working at the age of 12 and from there grew her passions: helping others elevate, learn about finance, and building trustworthy-integral relationships. The bottom line in her role as a financial advisor is showing up to SERVE others. Helping them ENJOY life while executing a financial plan that helps them WIN when it comes to securing their financial future for them and for their generations to come.
Outside of work, Esmeralda is a family oriented person and in her free time she enjoys hanging out with her family. dancing, traveling, outdoor activities, such as riding bikes, camping, sunset watching, boxing, weight training, reading or just being a beach bum in sunny San Diego are some of her favorite things to do. She also is very strong on animal ethics and has been vegan since 2017.
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.
Diversity & Inclusion Council of the San Diego Network
(Operations Coordinator since 2018) The Council is instrumental in leading change in the diversity and inclusion space, creating awareness and giving people opportunities within the organization.
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.
