Jimmy Cusimano

Jimmy J. Cusimano

Wealth Management Advisor

  • CFP®
  • CLU®
  • ChFC®
FINRA BrokerCheck
  • CA License: #0F71812

1500 Quail St Ste 600,
Newport Beach, CA 92660
949-863-5800 ext. 5852 Visit my website

About my practice

I began my career as a financial advisor with Northwestern Mutual in 2007. Since then, my team and I have had the opportunity to help our clients with their planning needs. We specialize in comprehensive financial planning, insurance planning, retirement planning, and investments. We work primarily physicians, attorneys, accountants, small business owners, and pre-retirees (ages 50-65)

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