Jeff A Wells
Wealth Management Advisor|CLU®, ChFC®, CASL®, AEP®, CLTC®
Personal
I am a current resident of San Dimas with my wife Brenda. I have five grown children, Eric, Brandon, Tera, Jessika and Erika. We have 3 beautiful granddaughters, Manaia, Nohea, and Liliana
My first love is for my family. I am blessed by my relationship with God and actively involved with One & All church through the book study ministry.
I am a member of the San Dimas Swim and Racquet Club, where I play racquetball regularly. I enjoy walking my dogs and the fun they bring into our family. I love flying and I am a licensed private pilot. I enjoy reading, traveling, as well as participating in charitable events.
Professional
From my early career choices, it became clear that a relationship was more important than simply transacting business. I work diligently to understand our diverse and ever changing marketplace. I guide my clients to help them discover and capture their financial dreams.
During my 40 years with Northwestern Mutual, I have helped many individuals, families, and businesses achieve security and financial peace of mind. You have my commitment of integrity and industry leading solutions backed by the company with products that are second to none.
I was drawn to Northwestern Mutual by the company's unparalleled history and I have represented Northwestern Mutual since 1982. My team and I are here to offer you information, service and personal planning “Doing the right thing is never wrong”.
Below is a list of my certifications:
- CLU® - Chartered Life Underwriter- Jeff Wells received his CLU® in 1989 from the American College.
- ChFC® - Chartered Financial Consultant- Jeff Wells received the ChFC® in 1996 from the American College.
- AEP® - Accredited Estate Planner- Jeff Wells received the AEP® in 2005 from the National Association of Estate Planners.
- CLTC® - Certified in Long Term Care- Jeff Wells received the CLTC® in 2006 from the Corporation for Long Term Care Certification.
- CASL® - Chartered Advisor for Senior Living.
- Series 7 Securities license.
Years of Experience
Representing Northwestern Mutual since 1982.
Education
Pasadena City College - Business (Associate Degree)
Promise Christian University - Bachelor of Religious Studies
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:
For Freedom Outreach
I serve with For Freedom Outreach and One and All church. I participate weekly by co-leading a men's book study. I also have the privileged of serving on the Intercessory Prayer Team at men's training camps run by For Freedom Outreach.
All and One church and the Community Outreach
Member and chaplain of All and One church and the Community Outreach.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Disability Planning
Investment Planning & Strategies
Long-Term Care 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.
