Jimmy J. Cusimano

Wealth Management Advisor

  • CFP®
  • CLU®
  • ChFC®
FINRA BrokerCheck
1500 Quail St Ste 600,
Newport Beach, CA 92660
949-863-5800 Visit my website Back to Advisors in

About my practice

I began my career as a financial advisor with Northwestern Mutual in 2007. Since then, I've had the opportunity to help my clients with their planning needs. We specialize in comprehensive financial planning, insurance planning, small business planning, and investments. I work primarily with small closely held business owners, physicians, and professionals that value: growth, integrity, & respect.

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