Candace Berkman

Financial Advisor Long Term Care Specialist

Role: Financial Advisor at Northwestern Mutual
Location: San Diego, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Candace Berkman

My team strives to create prosperity for our clients, our families and our community. Our…

Experience

Financial Advisor
Northwestern Mutual
Jan 1998 — Present · San Diego, CA, US
Candace relies not only on her own knowledge and experience, but also on the expertise of a team of specialists available through the Network. Together, they can provide innovative solutions and professional direction to help clients accomplish their objectives. Please let Candace know how she might be able to help you realize your vision for the future.

Skills

Strategic Planning
Business Succession Planning
Business Networking
Financial Planning
Long Term Care Specialist

Contact information

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Work email
c••••••••@nm.com
Personal email
•••••@•••••.com
Direct dial
+16•••••••31

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Current company

Northwestern Mutual

Financial Services · 38K employees · Founded 1857 · Milwaukee, Wisconsin, United States

At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term. Get financial clarity with a people-first plan designed to uncover new opportunities and potential blind spots. The right time to plan is right now. With $265.0 billion in assets under management, $28.1 billion in revenues, and over $1.8 trillion in life insurance protection in force, we've served more than 4.5 million people through our life, disability income, and long-term care insurance, annuities, brokerage, advisory services, trust services, and discretionary portfolio management solutions. Our wealth management company and investment services manage over $125 billion in client assets. We're proud to support our growing field force of financial advisors across the country, as well as our corporate office employees in Milwaukee and New York. As we continue to grow, we believe diversity makes us stronger in shaping the future of financial security. Explore career opportunities with us: https://jobs.northwesternmutual.com/. Financial representatives and interns are independent contractors, not Northwestern Mutual employees. https://www.northwesternmutual.com/social-media-guidelines

northwesternmutual.com

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