Anaheim

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- Life insurance
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- Life insurance
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- Long-term care
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Back

Find a financial
advisor in our
Anaheim office.

How it works:
Tell us about yourself, see your best matches, then connect with your top pick.

Already working with someone?
Find them here

Lending a hand,
however we can.

Causes we care about

Along with making the financial lives of our clients better, we're improving our community, too. Through financial support, volunteerism and collaboration with partners, we're helping to build a stronger community.

Alex's Lemonade Stand

Alex’s Lemonade Stand’s mission is to raise money and awareness of childhood cancer causes, primarily for research into new treatments and cures, and to encourage and empower others, especially children, to get involved and make a difference for children with cancer.

Visit partner website

NEGU - Jesse Reese Foundation

Encourage every kid fighting cancer to Never Ever Give Up

Visit partner website

Making a difference
is rewarding

Childhood Cancer Impact Award 2020

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Anaheim

Our location

160 N Riverview Dr Ste 100
Anaheim, CA 92808

951-977-9898

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Legal & Privacy

Legal Notice
Online Privacy
Customer Privacy
Third Party Links

To learn more about Northwestern Mutual Investment Services, LLC
and its financial
representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.

Securities and Mutual Fund orders can only be placed by phone or in person. We will not process orders sent electronically, including but not limited to, communications sent via the Internet, mobile and cellular technologies, and electronic mail. Also, communications transmitted by you electronically represents your consent to two-way communication by electronic means. If you receive communications in error, please contact the sender and delete the material from any electronic means on which it exists.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) (life and disability Insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance), Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), a registered investment adviser, broker-dealer, and member of (FINRA) and (SIPC), and Northwestern Mutual Wealth Management Company® (NMWMC) (investment advisory and trust services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.

Sanjay Avinash Patel is a District Agent of NM, NLTC and a Registered Representative of NMIS.

Sanjay Avinash Patel, District Agent, Northwestern Mutual has Financial Representatives that are primarily licensed in CA.

CA License: 4016395

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and financial advisors and representatives. Financial advisors and representatives and their staff might not represent all entities shown or provide all the products or services discussed on this website. Not all products and services are available in all states. Not all Northwestern Mutual representatives are advisors. Only those representatives with "Advisor" in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The Chartered Advisor for Senior Living (CASL®) designation is conferred by The American College of Financial Services.

Nour Abdelhamid, Alyssa Avalos, Marisa Brewster, Jocelyne Bruno, Kendra Burke, Renee Desimpel, Allison Engel, Erick Hernandez, Allison Jung, Iantha Khan, Megan Liu, Michelle Machal, Katrina Maggio, Lucia Martinez Perez, Samantha Mayer, Addison McLarney, Dawn Murphy, Jacqueline Phan, Taylor Roebuck, Kristin Rowlands, Sara Sekandary, Marissa Sethavanish, Danielle Shaver, Sara Simon, Carly Stevenson, Taylor Trinkwon and Kristen Way are employed by the General Agent and associated with the local office listed. Recruiters are not licensed insurance agents, registered representatives of a broker-dealer, investment adviser representatives of a registered investment adviser, or representatives of a federal savings bank.

Causes we care about

Alex's Lemonade Stand

NEGU - Jesse Reese Foundation

Making a difference is rewarding

Childhood Cancer Impact Award 2020

Making a difference
is rewarding