Pagan Wealth Management
Gina Nicole Pagan
Wealth Management Advisor|CFP®, ChFC®
Personal
Gina grew up in the Chicago suburbs and spent a few years in Virginia before moving to Milwaukee to attend college.
Gina has coached rowing on both the junior and collegiate level for over a decade in Milwaukee, and is USRowing-certified. She and her athletes race annually at the prestigious Head of the Charles Regatta in Boston, and is involved with Stem-to-Stern, a non-profit that helps gives kids of all backgrounds access to rowing. Her pronouns are she/hers and she identifies as a lesbian. She and her wife, Danielle, reside in the Milwaukee suburbs. On any given weekend, they can be found hanging out with their daughter and cats, traveling to new places and trying new food, and nerding out over anime or the newest JRPG.
Professional
Gina began her career at Northwestern Mutual in 2009 as a college intern while attending Marquette University and joined the firm as a Financial Advisor in 2011.
For the last decade, Gina has helped her clients align their actions with their values. She had and her team of three have cultivated a space where people can be authentic and vulnerable, and that through compassionate, thoughtful conversation, a plan can be created to help people achieve their goals. She and her team believe in the power of a well-crafted, tax-efficient plan, and focus on integrating both insurance and investment solutions to help lead to better wealth outcomes.
Gina was one of the founding presidents of Northwestern Mutual Greater Milwaukee Diversity and Inclusion Council and a founding member of Northwestern Mutual's Field Advisory Committee. She believes in the importance of emboldening and equipping diverse people with financial tools that have historically been inaccessible to them. She specializes in financial planning for the LGBTQ+ community, and is a thought-leader in this space. She has been featured in podcasts and articles, and spoken on the topic nation-wide.
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:
STEM to Stern
An organization dedicated to helping rowing teams become more diverse and competitive.
Courage Milwaukee
A charity focused on raising awareness and providing resources to displaced LGBTQ+ youth.
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.
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.
