Aida Oltman

Wealth Management & Financial Planning | Global Sales & Strategy Leader | Business Owner | Empowering Growth in Life, Wealth & Business | Multilingual (FR, PT, ES, EN)

Role
Wealth Management Advisor at Northwestern Mutual
Location
San Diego, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Aida Oltman

Most financial advisors will tell you what to do with your money. I’ll tell you what the…

Experience

  1. Wealth Management Advisor

    Northwestern Mutual

    Apr 2025 — Present

    At Northwestern Mutual, I partner with individuals, families, and business owners to design personalized financial strategies that create clarity, security, and long-term freedom.My role integrates a background in global sales strategy and market development with comprehensive financial planning. I help clients navigate: • Wealth building and investment strategy • Risk management and insurance planning • Tax-efficient strategies and retirement planning • Estate planning and legacy buildingWith Northwestern Mutual’s 168-year legacy of financial strength and client-centered service, I’m committed to building intentional, lasting relationships that empower people to align their resources with the lives they want to create.

Education

  • Gaithersburg High School

    High School Diploma

    2001 — 2004

  • Universidade de Brasília

    Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations

    2005 — 2009

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Aida Oltman — Wealth Management Advisor at Northwestern Mutual in San Diego, CA, US | Unifers