Andrew Brockmeier
Financial Advisor @Northwestern Mutual
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WORK HISTORY
Financial Advisor @Northwestern Mutual
As a Financial Advisor at Northwestern Mutual, I help individuals and families build comprehensive financial plans that support their goals through every stage of life. My work includes guiding clients through wealth accumulation, risk management, and long-term financial decision-making, supported by the firm’s planning tools and network of specialists.My team and I specialize in holistic retirement planning— developing tax-efficient income strategies, integrating Social Security and pension decisions, preparing for long-term care needs, and coordinating estate and legacy objectives.
EDUCATION
Santa Clara University Leavey School of Business
Bachelor of Science in Commerce, Economics
ABOUT ANDREW BROCKMEIER
Based in San Jose, I am a recent economics graduate from Santa Clara University’s Leavey School of Business with experience in client-facing and operational roles. My work across finance-related and healthcare service environments has strengthened my ability to assess client needs, solve problems thoughtfully, and support effective outcomes. I look forward to connecting with you!
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