Jeremy Heasell
Wealth Management Advisor|ChFC®, RICP®
Professional
Jeremy graduated from UC Santa Barbara with a degree in Business Economics with an emphasis in accounting and a minor in Sports Management. After working in the accounting field for a few years, Jeremy was not satisfied with the impact he was having and made a career switch to Northwestern Mutual in 2014.
Jeremy’s conviction for planning stems from hearing countless successful and not-so successful stories from friends, family, and clients—one of the more impactful being his own. Very early in his career, Jeremy experienced the loss of a close friend due to a car accident which highlighted the impact that planning offers. Jeremy and his team’s goal is to be ready for calls about marriage, growing families, and financial gains. On the other hand, they know calls regarding health, injury, and passing of loved ones are inevitable and the plans Jeremy’s team creates are designed in both scenarios.
During his free time he enjoys spending time with his family, attending concerts, golfing, and practicing hot yoga.
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.
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.
