Our Mission

Our mission is to relentlessly help people implement a customized financial security game plan, allowing them to feel safe in a complex world.

Southbay Magazine November 2023

Comprehensive Financial Planning

With over 25 years of experience and the extensive resources of the Northwestern Mutual Wealth Management Company, Paul has partnered with successful attorneys, business owners, commercial real estate developers, and affluent South Bay families to help steer them toward financial success. Paul often collaborates with fellow advisors to educate clients on financial literacy, and wealth management strategies and solutions.

Close up of woman in deli with two workers in background

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4