Michael Karl Zatezalo
Financial Representative
About me
My planning team here at Northwestern Mutual helps senior executives, technology professionals and communications experts protect, grow, and preserve their wealth. We specialize in equity based benefits packages including non-qualified benefits, stock grants, options, and stock purchase plans. (RSU, ISO, NSO, ESPP and ESOP) We focus on financial security through risk management, investment management and strategic tax efficiency.
We are committed to excellence in our planning practice which includes a focus on long-term financial security. To learn more about our philosophy behind planning, taxes, and wealth management, call or email me to schedule a conversation about our team’s value proposition.
We often work with clients in technology, communications, and financial organizations. Our clients are often low on time and high on taxes.
My past experience at technology companies and as an advisor at Morgan Stanley provides me with expertise in portfolio management, asset allocation, retirement planning, risk management, alternative investments, financial markets, and targeted business planning.
I hold a Bachelors of Business Administration with an emphasis in finance from the University of San Diego.
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
Tax-Efficient Strategies
Investment Planning & Strategies
Retirement Planning & Income Strategies
Disability Planning
Education Planning & Funding
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.
