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7 Events That Increase Your Need for Life Insurance
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Avante Wealth
Roberto Espinosa
Wealth Management Advisor|AEP®, CAP®, CFP®, ChFC®, CLU®
Our Mission-Avante Wealth
Our mission is to be the Wealth Management team of choice at the center of the financial lives of the most successful people in our community.
Along with our Network of Specialists we develop strategic plans that bring alignment to your business, investments, and retirement plans towards a common purpose.
Roberto Espinosa-Spanish
Designations
- Certified Financial Planner™ (CFP®)
- Chartered Life Underwriter® (CLU®)
- Chartered Financial Consultant® (ChFC®)
- Retirement Income Certified Professional® (RICP®)
- Accredited Estate Planner® (AEP®)
- Chartered Advisor in Philanthropy (CAP®)
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