James D Dobrinska
Wealth Management Advisor|CLU®, CFP®, ChFC®, CASL®, RICP®
Personal
Jim Dobrinska resides in New Berlin, WI with wife, Marcy, and children, Nicholas, Emily, Jennifer, Melissa and Alex.
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.
Badger Association of the Blind and Visually Impaired, Inc.
For his work on behalf of the Badger Association of the Blind and Visually Impaired, Inc., Jim Dobrinska has been recognized and honored with a $10,000 grant from the Northwestern Mutual Foundation. Jim has a personal connection with the Badger Association, having undergone multiple surgeries to both eyes for cataracts and detached retinas. In addition, his grandmother suffered from macular degeneration, so he experienced firsthand the obstacles and challenges that individuals suffering from vision loss face on a daily basis. Jim felt that the Badger Association was a perfect fit for him to give his “time, treasure, and talent” to; as a result, he has been working with the organization for four years, and is the first person with vision to be appointed to the Board of Directors.
Professional
Jim Dobrinska began his career with Northwestern Mutual in 1990. Since then, Jim has transitioned his practice from Financial Representative to Financial Advisor. He has earned his CLU®, CIC, CFP®, ChFC® and CASL® designations.
Through personal commitment, professional associations, accreditations and continuing education, Jim has worked hard to establish a reputation as a respected professional and to gain the trust of clients.
Certifications and Designations
The Chartered Life Underwriter (CLU®) designation is the undisputed professional credential for persons involved in the protection, accumulation, preservation and distribution of the economic values of human life. The CLU® designation is the common bond for continuing growth and commitment to professionalism.
The Chartered Financial Consultant (ChFC®) designation prepares financial representatives to meet the advanced financial planning needs of individuals, professionals, and small-business owners, including insurance, income taxation, retirement planning, investments, and estate planning.
The CERTIFIED FINANCIAL PLANNERTM (CFP®) certification encapsulates the supervision, direct support, teaching or personal delivery of all or part of the personal financial planning process to clients.
Chartered Advisor for Senior Living - Holders of the Chartered Advisor for Senior Living CASL® designation have completed five in-depth courses with comprehensive exams covering such subjects as retirement planning, social gerontology, health and long-term care financing, investments and estate planning.
Awards and Recognition
Million Dollar Round Table Member (MDRT) 1999-2016
Jim is also a qualifying/life member of the Million Dollar Round Table. MDRT is The Premier Association of Financial Professionals. Jim has qualified for Million Dollar Round table every year since 1999. Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.
National Association of Insurance and Financial Advisors (NAIFA)
NAIFA is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.
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.
