Mission

Financial security is something many of us strive to achieve in our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs, those of your family, or of your business, our team can help you identify your goals and develop a plan that addresses these needs and gets you started on the path to financial security.

- James Choi

Close up of woman in deli with two workers in background

Helping You Create a Financial Plan That Grows With You

James Choi is an experienced Wealth Management Advisor providing comprehensive financial guidance to his clients. James often partners with professional athletes, physicians, successful ethnic professionals, entertainment executives, and members of the LGBT community to help steer them toward financial success. He believes that financial planning should be accessible to all, and often collaborates with fellow advisors and specialists to educate his clients on wealth management strategies and solutions.

James is also involved the Network of Ethnic Physicians (a subsidiary of the California Medical Association), the Los Angeles Sparks, the Association of Black Women Physicians, and the Latina Leadership Academy, among other organizations.

Planning for Financial Security with Northwestern Mutual

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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