Joey Kiper
IWU Alum | Financial Representative at Northwestern Mutual | Helping Clients Build Secure Financial Futures
- Role
- Financial Planner at Northwestern Mutual
- Location
- Sarasota, FL, US
- LinkedIn followers
- 500 followers
About Joey Kiper
As a financial advisor with Northwestern Mutual, I help clients create personalized…
Experience
Financial Planner
Jan 2024 — Present · Sarasota, FL, US
Crafted personalized portfolios aligning with clients\' risk tolerance and financial goals.• Developed retirement plans ensuring clients\' financial security in their golden years.• Identified and mitigated financial risks through strategic insurance and protective measures.
Education
Illinois Wesleyan University
Biochemistry , Pre-Medicine/Pre-Medical Studies
2018 — 2022
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