Aaron Bernthal, CLU®
Wealth Management Advisor


Insight Financial

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.

 

Aaron Bernthal, CLU®, 

Wealth Management Advisor
(646) 366-6569 

I believe financial planning starts with understanding your client's honest objectives.  With two decades of experience, I have been fortunate to work with hundreds of extremely successful invididuals and families, each of whom has their own unique goals and ambitions.  It is my job to get to know each person fully and completely with no judgement and no agenda. Only then can we create a comprehensive and holistic financial plan. 

When a client thanks me for helping them put their kids through college, buy a vacation home or achieve financial freedom, it is when I feel the most satisified for choosing this great career.

 

 

Years of Experience

Representing Northwestern Mutual since 2000.

Education

Graduated in 2000 with a Bachelor of Commerce in Finance from McGill University.

 

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