Northwestern Mutual

Golden State welcomes John Zamboanga and his new financial firm, Tri Valley Wealth Management

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火曜日, 3月 19, 2024

SOUTH COAST METRO, Calif., March 19, 2024 (GLOBE NEWSWIRE) -- John Zamboanga joins an esteemed community of veteran financial advisors at Golden State, where he has launched his own California based wealth management firm, Tri Valley Wealth Management.

Key Points: 
  • SOUTH COAST METRO, Calif., March 19, 2024 (GLOBE NEWSWIRE) -- John Zamboanga joins an esteemed community of veteran financial advisors at Golden State, where he has launched his own California based wealth management firm, Tri Valley Wealth Management.
  • John previously worked at Northwestern Mutual, UBS, and Morgan Stanley, where he worked extensively with corporate stock options, and was involved in creating an Executive Stock Option Platform with a Private Wealth Group.
  • In addition, he possesses a successful track record with clients on a wide range of financial, estate, trust, real estate investing, and tax planning strategies.
  • Having earned his Bachelor of Science in Economics from California State University, Sacramento, he possesses more than 20 years of successful experience with capital markets and financial services.

Nepsis® Appoints Retirement Plan Specialist Trenton Hazen

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火曜日, 3月 12, 2024

(“Nepsis®”), a national financial advisor and investment management firm, is strengthening its retirement plans solutions division and overall family office framework by welcoming Trenton Hazen , a retirement plan specialist, to its team.

Key Points: 
  • (“Nepsis®”), a national financial advisor and investment management firm, is strengthening its retirement plans solutions division and overall family office framework by welcoming Trenton Hazen , a retirement plan specialist, to its team.
  • In his new position, Hazen will play a pivotal role in enhancing the expansion and effectiveness of the company's retirement plan solutions division, which caters specifically to businesses.
  • “Trent’s knowledge and experience in navigating the retirement plan landscape is poised to drive strategic growth in our retirement solutions and offer additional value to our clients,” said Nepsis® president Matt Pearson .
  • He also holds the Certified Plan Fiduciary Advisor (CPFA) and Qualified Plan Financial Consultant (QPFC) designations.

Pacific Advisors Welcomes Jeffery Clemons and Louis Richards to Leadership Team

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木曜日, 2月 22, 2024

Jeffery Clemons assumes the role of Managing Partner of Pacific Advisors Southern California, while Louis Richards joins as Managing Director.

Key Points: 
  • Jeffery Clemons assumes the role of Managing Partner of Pacific Advisors Southern California, while Louis Richards joins as Managing Director.
  • Jeffery Clemons brings over three decades of invaluable experience in the financial industry to Pacific Advisors.
  • Both Jeffery and Louis embody Pacific Advisors' core values of integrity, community elevation, teamwork, continuous improvement, and problem-solving.
  • Pacific Advisors warmly welcomes Jeffery and Louis to its leadership team and looks forward to their valuable contributions in driving the firm's continued growth and success.

Built In Releases 2024 Report on State of Talent Industry

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木曜日, 2月 29, 2024

CHICAGO, Feb. 29, 2024 /PRNewswire/ -- Built In, the leading recruiting platform for hard-to-hire tech roles, today announced that it has released the 2024 State of the Talent Industry report. The study revealed tech hiring as the number one strategic priority, followed closely by hiring for skills of the future.

Key Points: 
  • CHICAGO, Feb. 29, 2024 /PRNewswire/ -- Built In, the leading recruiting platform for hard-to-hire tech roles, today announced that it has released the 2024 State of the Talent Industry report .
  • Recruiting tech talent is top priority; online platforms and employer branding are seen as most effective strategies.
  • "Our 2024 survey reflects the critical demand for highly skilled tech talent in the evolving tech revolution, which we see with our customers every day," said Maria Christopoulos Katris, CEO of Built In.
  • Despite the number of layoffs that have impacted the job market in the past year, organizations still struggle to hire qualified tech talent.

Major Financial Firms Drive Growth of CFP® Professionals

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火曜日, 2月 13, 2024

WASHINGTON, Feb. 13, 2024 /PRNewswire/ -- New data from CFP Board reveals that leading financial firms are responsible for the largest increases in new CFP® professionals in 2023. CFP Board added 6,089 new CFP® certificants in 2023, with 1,000 new certificants employed by Edward Jones.

Key Points: 
  • "As firms look to meet this demand and deliver more value to their clients, they are increasingly turning to CFP® professionals."
  • Highlights of the exceptional growth in new CFP® certificants at firms include the following:
    Edward Jones: New CFP® certificants grew by 1,000, a 62% year-over-year increase.
  • This makes the CFP® certification a differentiator for firms and the financial planning professionals they employ.
  • Ultimately, hiring CFP® professionals enables financial planning firms to deliver superior service, build strong client relationships and position themselves for long-term success in the industry.

The BOLI Group Shapes Future with the Promotion of Garrett Blaha to President and Chief Operating Officer

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火曜日, 12月 5, 2023

The BOLI Group, one of the leading national benefits expense management firms for financial institutions with locations in Cleveland, OH, Nashville, TN, Milwaukee, WI, Brookings, SD, and Charleston, SC, is pleased to announce the promotion of Garrett Blaha to President and Chief Operating Officer.

Key Points: 
  • The BOLI Group, one of the leading national benefits expense management firms for financial institutions with locations in Cleveland, OH, Nashville, TN, Milwaukee, WI, Brookings, SD, and Charleston, SC, is pleased to announce the promotion of Garrett Blaha to President and Chief Operating Officer.
  • Garrett Blaha, currently Vice President Business Development of The BOLI Group, will assume his new role on January 1, 2024, succeeding George Blaha who will continue as the company’s Chief Executive Officer.
  • Garrett’s promotion comes as The BOLI Group sees robust demand from financial institutions nationwide for its customized single premium life insurance products.
  • View the full release here: https://www.businesswire.com/news/home/20231130730713/en/
    George Blaha, President and Chief Executive Officer of The BOLI Group, stated, “Garrett has played a pivotal role in the success and growth of The BOLI Group since joining the company in 2014.

Cetera Welcomes $148 Million AUA Advisor to Cetera Advisors via Wilde Wealth Management Group

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木曜日, 12月 14, 2023

SAN DIEGO, Dec. 14, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Nicholas Bair, CFP®, ChFC®** has joined Cetera Advisors LLC via Wilde Wealth Management Group. Bair will assume the role of managing partner leading Wilde Wealth Management Group's new Sun City-Surprise office in Surprise, Ariz. Bair provides comprehensive financial planning and investment advice to clients and had almost $148 million in assets under administration* as of April 30, 2023.

Key Points: 
  • SAN DIEGO, Dec. 14, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Nicholas Bair, CFP®, ChFC®** has joined Cetera Advisors LLC via Wilde Wealth Management Group.
  • Bair's affiliation marks the latest addition to a growing list of successful affiliations for Wilde Wealth Management Group in 2023.
  • In total, including Bair, advisors managing a combined $274 million in assets under administration have joined Wilde Wealth Management in 2023.
  • Click here for more information about Cetera Advisors and click here for more information about Wilde Wealth Management Group.

Northwestern Mutual Donates $500,000 to Childhood Cancer Survivors and Siblings to Help Fund Higher Education

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月曜日, 12月 11, 2023

MILWAUKEE, Dec. 11, 2023 /PRNewswire/ -- Northwestern Mutual, through its Foundation, today announced its continued commitment to helping alleviate the financial cost of college for families affected by childhood cancer through $500,000 in combined scholarships to 50 childhood cancer survivors and childhood cancer siblings, as part of its Childhood Cancer Scholarship Program. With this addition, nearly $2 million has been awarded to 262 scholars since the program was created in 2017.

Key Points: 
  • "A childhood cancer diagnosis affects families in many ways, and for many there is a financial burden – from treatment and medication to travel and lodging," said Steve Radke, president of the Northwestern Mutual Foundation.
  • "To allow students affected by childhood cancer the opportunity to pursue their dreams, regardless of the financial implications associated with this disease, Northwestern Mutual is announcing the opening of applications for our 2024 Childhood Cancer Scholarship Program."
  • The scholarship is for full-time undergraduate studies and students must be a childhood cancer survivor or sibling of someone who had or has childhood cancer to qualify for the scholarship.
  • To learn more about Northwestern Mutual's continued efforts in the fight against childhood cancer, visit its Foundation's website here .

Northwestern Mutual Receives Ninth Consecutive Score of 100% on Human Rights Campaign's Corporate Equality Index

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水曜日, 12月 6, 2023

MILWAUKEE, Dec. 6, 2023 /PRNewswire/ -- Northwestern Mutual announced today that the company earned a 100% for the ninth consecutive year in the Human Rights Campaign Foundation's (HRC) Corporate Equality Index – a national benchmarking survey that assesses corporate policies and practices related to LGBTQ+ workplace equality.  

Key Points: 
  • MILWAUKEE, Dec. 6, 2023 /PRNewswire/ -- Northwestern Mutual announced today that the company earned a 100% for the ninth consecutive year in the Human Rights Campaign Foundation's (HRC) Corporate Equality Index – a national benchmarking survey that assesses corporate policies and practices related to LGBTQ+ workplace equality.
  • "Everyone deserves a work environment where they can show up as themselves, and at Northwestern Mutual we are committed to fostering that space where people feel welcome and valued," said Amy Hanneman, vice president of diversity and inclusion.
  • "We are honored to have earned another 100 on this survey as it acknowledges the meaningful work we have put in to build a truly diverse and inclusive workplace community."
  • Northwestern Mutual's score earns the company the HRC's designation of Equality 100.

First Comes Love, Then Comes… Conversations About Money

Retrieved on: 
火曜日, 12月 5, 2023

MILWAUKEE, Dec. 5, 2023 /PRNewswire/ -- December is, by far, the most popular month for couples in the U.S. to pop the big question, but many Gen Z'ers and Millennials think an honest conversation about money should happen well before marriage proposals, according to the latest findings from Northwestern Mutual's 2023 Planning & Progress Study.

Key Points: 
  • First comes love, then comes real talk about financial dreams and debts, and then comes long-term commitment," said Christian Mitchell, chief customer officer at Northwestern Mutual.
  • A candid conversation about money can help a couple to fall in love with the future, too.
  • Money lies at the heart of many couples' relationships – over a third (35%) say financial compatibility is more important than physical and intellectual compatibility.
  • For younger couples, money is an even greater priority – half (49%) of Gen Z think financial compatibility is more important than physical compatibility.