Robert Contreras
Financial Advisor
A premier planning firm specializing in wealth accumulation, distribution, tax efficiencies, and risk management.
About me
Born and raised in the vibrant heart of Orange County, California. Growing up in Southern California, I was always on the move, playing sports like basketball, baseball, football, and even ice hockey. These experiences instilled in me a love for teamwork and discipline, qualities that have been indispensable in my professional journey.
It was in Orange County that I met the love of my life, my beautiful wife Ashley, back in 2007 at a local Starbucks where she worked. Fast forward to today, and we're blessed with two wonderful children, Avery and Lincoln, who are the center of our world.
For nearly two decades, I dedicated my career to the financial services industry, focusing primarily on banking. During this time, I honed my skills in client building and fostering relationships, which were both rewarding and fulfilling. However, in 2023, I decided to leave my banking career to pursue a path that allows me to serve people in a deeper, more passionate way—bringing value through financial responsibility and freedom.
My passion for financial planning was sparked by a deeply personal event—the passing of my father in 2022. This profound experience instilled in me a sense of responsibility to help others protect and preserve their family legacy. Inspired by his memory, I am committed to helping and serving as many people as I can.
As your dedicated financial advisor, you can expect to work with someone who genuinely cares for you like a member of my own family. Together, we'll navigate the complexities of financial planning to secure a prosperous future for you and your loved ones.
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.
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.
