John Drury
Financial Representative @ NM Beer Financial Group | BBA in Financial Planning
- Role
- Financial Representative at Northwestern Mutual
- Location
- Thousand Oaks, CA, US
- LinkedIn followers
- 500 followers
About John Drury
As a Financial Representative, I work with young professionals, entrepreneurs, and…
Experience
Financial Representative
Sep 2025 — Present · Westlake Village, CA, US
Comprehensive Financial PlanningDesign holistic, client-centric strategies across retirement, tax, estate, investment, and cash flow planning—aligned with evolving personal and financial goals. Risk Management ExpertiseAdvise on insurance and protection strategies including life, disability, and long-term care to build financial resilience and safeguard assets. Collaborative Wealth SolutionsPartner with tax, legal, and investment professionals to create integrated financial plans for individuals, families, and business owners. Client Education & EmpowermentProvide ongoing education on financial strategies, market trends, and planning opportunities—fostering trust and long-term relationships. Results-Driven ApproachConsistently exceed goals in client retention, asset growth, and satisfaction through proactive service, strategic insight, and continuous improvement.
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