Professional
With over a decade of experience in the finance industry, I have navigated my way from an intern to a seasoned professional, driven by passion and dedication. My journey has equipped me with a deep understanding of financial strategies, allowing me to provide tailored solutions that meet the unique needs of my clients.
Family is at the heart of what I do, inspiring me to create a positive impact not just in my career but also in the lives of others. It has instilled in me the values of trust and integrity that I bring to my work. I believe in building long-lasting relationships with my clients, viewing each interaction as an opportunity to build genuine relationships that are characterized by authenticity.
These are all values that I carry into every aspect of my life, including my passion for fitness. Staying active not only fuels my energy but also reinforces the discipline that drives my professional success. I am excited to continue this journey, blending my expertise with a personal touch to ensure that every client feels valued and understood.
-Jake Bawab
Education
- Old Dominion University - Finance (Bachelor of Science)
- Old Dominion University - Business Analytics (Bachelor of Science)
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.
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.
Roc Solid Foundation
A childhood cancer foundation that builds hope for families fighting cancer by providing them with hospital Ready Bags at diagnosis and backyard playsets during treatment.
Boys & Girls Club of Southeast Virginia
The Boys & Girls Club of Southeast Virginia an organization that strives to enable all young people to reach their full potential by achieving academic success, displaying good character & citizenship and maintaining healthy lifestyles.
Connect With a Wish
Connect With A Wish is a Virginia Beach-based, 501(c)(3) nonprofit that provides children and youth in foster care in Hampton Roads with resources and support to live well and grow.
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.
