Andrés Baltazar
Financial Advisor @Northwestern Mutual
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WORK HISTORY
Financial Advisor @Northwestern Mutual
In my role at Northwestern Mutual, I provide big-picture financial planning for my clients. Rather than focus narrowly on a specific facet of financial health, such as investment management or insurance, I take a broad approach, serving as the conductor of a finely tuned financial orchestra. In this way, my team and I can fully manage each of the parts and pieces that comprise a thoughtful financial plan or even complement existing advisor relationships. While I lead my practice, I am strengthened and supported by my fantastic team. Drawing seamlessly from each of our unique talents and perspectives, we bring a high level of service and sophistication to every client interaction. My team is truly a family to me, and I am privileged to count two of my own relatives among my teammates. We approach clients’ planning with their goals front and center, in mind, and at heart. Whether our clients are looking to manage retirement distribution, develop an inheritance plan, or implement tax-efficient strategies, we can help. While we are open to working with people from a broad range of backgrounds, our clients commonly include business owners, physicians and medical professionals, and consultants. If you are looking for an advisor to begin or complement your financial plan, I would love to connect. Andrés••••••••@nm.com 31••••••84 gbaltazar.com
SKILLS
ABOUT ANDRÉS BALTAZAR
At Northwestern Mutual, my team and I bring nearly 2 decades of experience to the table…
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