James E Whistler
Wealth Management Advisor|J.D., MSFS, CFP®, ChFC®, CLU®
Personal
I reside in Point Loma with wife, Kathy.
Community Service
- Named to Who´s Who in the West
- Who´s Who in Finance and Industry
- Published many articles and given numerous lectures and seminars
Hobbies
My hobbies include sailing, golfing and gardening.
Professional
During law school at the University of Idaho, Jim began his career as a financial representative intern for Northwestern Mutual.
Today, Jim specializes in executive compensation, including retirement and other employee benefit plans, as well as wealth management.
For over thirty years, Jim´s focus has been on meeting the needs of executives and highly compensated individuals.
In all Jim´s professional relationships, he pledges himself to the following rule of ethical conduct:
I shall, in the light of all conditions surrounding those I serve, which I shall make every conscientious effort to ascertain and understand, render that service which, in the same circumstances, I would apply to myself.
Source: The American College
Education
- Bachelor of Science degree in Business from University of Idaho
- Juris Doctorate in Law from University of Idaho
Awards and Recognition
- Million Dollar Round Table Qualifying Member: 1972-1974, 1986, 1992-1995
- Million Dollar Round Table Qualifying/Life Member: 1996-2007
- National Quality Award: 1975, 1985-1986, 1994-2003, 2005-2007
- National Sales Achievement Award: 1994-1995, 1997-1998, 2001
- Million Dollar Round Table Provisional Member: 1971
Associations and Memberships
- Member, California Bar Association
- Member, Financial Planners Association
- Member, Society of Financial Services Professionals
- Member, National Association of Insurance and Financial Advisors
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.
