Robert Contreras
Financial Advisor @Northwestern Mutual
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WORK HISTORY
Financial Advisor @Northwestern Mutual
Anaheim Hills, CA, US
ABOUT ROBERT CONTRERAS
More than 16 years of experience in the financial services industry building relationships and helping clients achieve their financial goals through every stage of their lives. My passion is putting others first and providing valuable solutions to help my clients be successful in achieving what matters most. As a fiduciary I am responsible for strategically thinking and having my clients best interests in mind in order to eliminate any potential blind spots in their current and future plans.We do this by taking our clients through a comprehensive planning process that empowers them with tools creating a sense of protection and security by eliminating the possibility of becoming a burden to their loved ones. While additionally preventing the possibility of leaving any money on the table because of inefficient investment and tax strategies. We like our clients to thrive and have the opportunity to live life with abundance without worrying about their financial security. A thorough financial plan is their key to peace of mind.
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