Suj Naran

Financial Advisor at Northwestern Mutual

Role
Financial Advisor at Northwestern Mutual
Location
Irvine, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Financial Advisor

    Northwestern Mutual

    Apr 2025 — Present · Irvine, CA, US

    At Northwestern Mutual, I serve as a Financial Advisor and fiduciary, helping individuals, families, and business owners build and protect their wealth through comprehensive financial planning. My approach integrates both qualified and non-qualified investment strategies, risk management, and long-term goal alignment to ensure clients are positioned for financial security and growth. Acting as a fiduciary, I prioritize my clients’ best interests in every recommendation-providing objective, personalized guidance that reflects their unique circumstances and aspirations. Through Northwestern Mutual’s robust platform and resources, I deliver a family office feel with an institutional approach, offering sophisticated solutions and a high level of service to clients across all stages of life and levels of net worth.

Education

  • Chapman University

    MBA, emphasis finance

    2000 — 2002

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