Jay D Gilberg, MBA, CFP®, CLU®, ChFC®, RICP®

Wealth Management Advisor

Professional

Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.

 

Mission:

Helping clients plan today for all their tomorrows with a strategic process that will help give them the peace of mind that they are moving confidently in the direction they desire.

 

Education:

M.B.A. Business Management, Washington State University
B.A. Accounting, University of Washington
A.A. General, Clark College

 

Professional Designations:

CERTIFIED FINANICAL PLANNERTM (CFP®)
Chartered Life Underwriter (CLU®)
Chartered Financial Consultant (ChFC®)
Retirement Income Certified Professional (RICP®)
Life Underwriter Training Council Fellow (LUTCF®)
 
 
Associations and Memberships:
 
National Associations of Insurance and Financial Advisors
Lifetime member of Beta Alpha Psi the International Honor Organization for Financial Information Professionals
 
 
Awards and Recognition:
 
National Association of Insurance and Financial Advisors Quality Award   2011-2013
Award recognizing commitment to excellence in service to clients and industry
 
 
Years of Experience:
Representing Northwestern Mutual since 1995.
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck