Joseph C Sectzer
Financial Representative|CLU®, ChFC®, CASL®
Personal
Joe Sectzer and his wife Helen reside in Mequon, Wisconsin. They have three children and seven beautiful grandchildren.
Having been born in Argentina, Joe Sectzer is fluent in Spanish and greatly enjoys Latin culture as well as keeping current on world affairs and business issues.
Joe Sectzer loves playing tennis, keeping up-to-date with current world events and the national economy, Additionally, he enjoys singing, which he does from time to time at local congregations and retirement communities.
Joe's passion is spending time with his immediate and extended family.
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.
Professional
In his thirty-plus years of working with business owners and professionals, Joe Sectzer believes the most exciting aspect of the relationship is his ability to help his clients identify issues that could adversely affect their personal and business lives, and provide strong financial solutions that are tailored to their needs and goals.
Before entering into a discussion about products and services, it is vital that Joe get to know you, as well as your objectives relative your personal and business goals. He realizes that it is important for you to have information about his background.
Over the years, Joe Sectzer has earned the following designations:
- Chartered Financial Consultant (ChFC®)
- Certified Advisor in Senior Living ( CASL®)
- Chartered Life Underwriter (CLU®) from The American College of Financial Services in Bryn Mawr, Pennsylvania.
Associations and Memberships
Joe is a member of:
- Society of Financial Services Professionals (FSP)
- National Association of Insurance and Financial Advisors (NAIFA)
- Hispanic Professionals of Greater Milwaukee (HPGM)
- Chair-Golda Meir Library (UW-Milwaukee)
- Special Collections Unit -Jewish Latin America and Board Member of Friends of The Library (FOL)
- Golda Meir Library (UW-Milwaukee)
Joseph Sectzer is a member of Physicians Nationwide. Physicians Nationwide is a group of qualified and experienced Northwestern Mutual Financial Representatives who specialize in serving the unique financial needs of physicians.
Years of Experience
Representing Northwestern Mutual since 1978.
Education
- University of Wisconsin-Milwaukee, Business (Bachelor of Arts)
- TBird School Global Mngt - Glendale, AZ, International Management (Master of International Mgmt.)
Awards and Recognition
- National Association of Insurance and Financial Advisors Quality Award 2011-2015
- Award recognizing commitment to excellence in service to clients and industry
- National Quality Award 1983-2003, 2005-2010
- Award recognizing persistency and performance
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.
