Kevin N.
Financial Representative @Northwestern Mutual
Signup · Get unlimited contacts
WORK HISTORY
Financial Representative @Northwestern Mutual
Irvine, CA, US
Guiding individuals and business owners in identifying and achieving their financial goals. • Developing tailored financial plans • Providing comprehensive income protection and tax protection solutions to ensure financial security.
EDUCATION
Villa Park High School
General Education
Orange Coast College
Business/Corporate Communications
ABOUT KEVIN N.
I guide busy professionals and families with their financial plans, so they can focus on the things in life that are most important to them. I specialize in working with behavioral health professionals (admissions, business development, outreach) clinicians, C-suite executives, young entrepreneurs, and young families.Your biggest risk is not the market - it\'s waiting because time in the market beats timing the market 10/10 times. Procrastination costs more than you think.My Philosophy: I believe a conversation with an advisor should not just be a conversation about money and numbers – my philosophy is to ask you what your goals are, your dreams, and what really matters to you. It’s about understanding your values. The goal is to address not just the opportunities in your plan, but the blind spots that may have been missed. From there, we are able to create and implement a plan that is flexible, not set in stone. With a plan in place, you can face these challenges in your life with confidence – because when there is an emergency or a big life event, without properly planning, that can take years to recover from – potentially even affect the next generation of your family. After we create a plan, you will feel more confident, and optimistic in what you’re doing. This will allow you to focus on the things that matter most to you in life.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.