Michael Karl Zatezalo

I work collaboratively with clients' current advisors to ensure they receive the highest level of advice. My clients get to live their lives with a peace of mind that their savings are creating freedom and empowerment for their future. I joined this industry because I cherish the opportunity to serve. If you believe, as I do, that planning creates freedom, let's start a conversation.

We aim to create and implement a world class financial plan for our clients; focusing on building a strong foundation of protection and knowing how & where to maximize opportunities for growth and savings. Utilizing Robert’s advanced credentials, sophisticated planning software, & the extensive resources of Northwestern Mutual, Robert & his team help deliver a better tomorrow for their clients.

People often come to us in times of transition. Whether they're hitting their stride in their profession, starting a family, approaching retirement, or just at a time in their life when they want to partner with someone to develop their financial plan, my team and I are here to help. We help our clients sleep at night by making sure they have attractive options at every stage in life.

Nick joined the team in 2021 and has since served as an Associate Financial Advisor. Nick provides dedicated support for insurance and investment operations, researching advanced planning concepts, and preparing financial planning analyses.

Nick holds a California State insurance license for Life and Health, and holds FINRA Series 6 and 63 securities registrations. He is a graduate of the University of Connecticut, Bachelor of Science in Engineering and Business Management

Brooke joined the team in 2023 as a Client Relations Manager. She plays a vital role in helping us build strong and positive relationships with clients. She ensures effective and timely communication and addresses any issues or concerns clients may have. Brooke also works to develop and implement marketing strategies that help the company attract and retain clients.

Brooke grew up in Oceanside, CA, and received her Bachelor's degree from the University of California, San Diego. She enjoys playing card games with her family, playing with her three dogs, and attending spin cycling classes.