Melissa Gonzalez
Financial Advisor @Northwestern Mutual
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WORK HISTORY
Financial Advisor @Northwestern Mutual
I help individuals, families and business owners achieve their long-term goals through financial planning. Most of my clients are low on time and high on tax, and my team and I help them act on what\'s important to them so they are always in a position of choice with their finances. Building relationships that are so much more than transactional. I truly enjoy being a resource for clients and connecting with them on a personal level. In addition to my financial planning practice, I also serve as a Field Director in our downtown San Diego Office mentoring new financial professionals to success. This is a phenomenal and rewarding career, and I love sharing this opportunity with others. Through leadership and empowering others in this field, we create a bigger impact in our community. Services- College Planning - Retirement Planning - Long Term Care Planning - Survivorship Planning - Risk Management Planning - Estate Planning - Group Benefits for Businesses (LTD, Life, Employer Sponsored Retirement Plans)- Tax efficient planning - Wealth Accumulation strategies - Wealth Distribution Accomplishments- Pacesetter 40 and Second 60 - Top 10 Advisor in Western Region multiple years - Top 10 Diverse Advisor - Fastrack Qualifier and Member - 100+ Lives Impacted year over year - Women\'s Leadership Program Graduate - Financial Security Advocate - awarded by NAIFA Contact me- With financial planning questions - To create a cross-referral relationship for our businesses - To professionally network and become a true resource to each other - If you are opened to discuss career opportunities Contact me via: Linked In email: m••••••••@nm.com Office: 61••••••99 Cell: 61••••••71
EDUCATION
Southwestern College
Associate of Arts - AA
The American College of Financial Services
Certified Financial Planner, Financial Planning and Services
Universidad Catolica de Avila
Core Business Courses
San Diego State University-California State University
Bachelor of Arts, International Business with an Emphasis in Marketing and Western Europe
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