Here for you today,
and every day after.
Welcome to the San Jose, CA Northwestern Mutual office.
For years, we've helped families and businesses across San Jose reach their financial goals. Our version of financial planning brings the right insurance and investment strategies together, so you can do the things that matter most, with the ones who matter most. And we'll be there to guide you every step of the way.
See what we doIn the News
Northwestern Mutual is hyper focused on supporting its working mothers to attract, retain and grow top female talent. Insurance News Net recently published a story on tangible ways our firm is doing just that. Read the full story here.
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We are pleased to share that Managing Partner, Kate Michaels, has been mentioned in the Silicon Valley Business Journal in its annual “Women of Influence” section, which honors influential women in the Silicon Valley business community.
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The Silicon Valley Business Journal featured Kate Michaels in its August issue, focused on a new generation of business leaders emerging in the Bay Area. Read the full story here.
Here's what you get when you work with us.
An expert to partner with
Someone who understands what's important to you now, and years from now. Who thinks of all the what‐ifs so you don't have to, guiding you as your goals change and helping you meet each one.
A plan tailored to your life
You'll get a personalized plan that balances your current, and future, priorities. It puts all the pieces of your financial life in one place, helping you make the best decisions now and down the road.
Best‐in‐class
products and services
NerdWallet ranked us number one on their list of Best Life Insurance Companies1 and we're a Top 5 Independent Investment Broker‐Dealer.2 That means the right insurance and investments in one strong financial plan.
Find a financial advisor in our San Jose office.
Already working with someone? Find them here 
Start a career with us.
We're helping to change people's financial lives for the better. And we want you to help us do it.
Become a financial professional
The important work you do for your clients will be rewarded with opportunities for growth and exceptional income potential.
Learn more
Become an intern
Learn about finance, insurance, and financial planning from seasoned
financial professionals.
And get paid to do it.
Be part of our team. Apply now.
Helping our hometown
and beyond
Together with our partners, we're giving back to our community and helping make a lasting impact.
See partnershipsThe strength of Northwestern Mutual.
A++
AAA, Aaa, and AA+ maintaining the highest financial strength ratings of any life insurer from all major rating agencies during this pandemic3
97
The percentage of our clients who stay with us year over year.4
164+
The number of years we've been there for our clients – through depressions, downturns, and two World Wars.
Here's where you can find us.
1190 Saratoga Ave Suite 250, San Jose, CA 95129
We're here to help.
Whatever is on your mind, we're here to put you at ease. Check out our FAQs or get in touch.
Contact Us