Network of Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

 
David Katz, CLU<sup>®</sup>

David Katz, CLU®

Estate & Business Planning Specialist
Our Estate & Business Planning Specialist assists clients with estate, business and executive benefit needs.
 
David M Clausen, CLU<sup>®</sup>, ChFC<sup>®</sup>, CFP<sup>®</sup>

David M Clausen, CLU®, ChFC®, CFP®

Annuity Specialist
Our Annuity Specialist provides expertise in helping clients create an approach for financial security in retirement utilizing both wealth accumulation and retirement income strategies.
 
Ian Freeman, CLU<sup>®</sup>, ChFC<sup>®</sup>, CASL<sup>®</sup>, AEP<sup>®</sup>

Ian Freeman, CLU®, ChFC®, CASL®, AEP®

Life Insurance Specialist
Our Life Insurance Specialist guides individuals and businesses in the effective uses of life insurance to help manage risk and achieve a variety of financial security objectives.
 
Michael A Waxberg, CLU<sup>®</sup>, ChFC<sup>®</sup>, CFP<sup>®</sup>

Michael A Waxberg, CLU®, ChFC®, CFP®

Wealth Management Advisor

Mike is a graduate of San Diego State University with a Bachelors Degree in Business. He joined Northwestern Mutual in 1998. Mike holds his Series 7, Series 66, Series 6, and Series 63 securities licenses, as well as life and health insurance licenses. He also obtained his CFP®, CLU®, and ChFC® designations.

Michael lives in Calabasas, California with his wife Carrie, daughter Peyton, and sons Ethan and Jacob. He has been a member of the Jonathan Club since 2005, and was previously a Junior Committee member.

In his free time, Michael enjoys traveling, golfing, and going to Los Angeles Dodger games.

 

Paul Baboolal, CLU®, ChFC®

Disability Income Specialist
Our Disability Income Specialist assists individuals and businesses design a disability income insurance program for both individual and group needs.
 
Rebecca L Bast, CLU<sup>®</sup>, ChFC<sup>®</sup>

Rebecca L Bast, CLU®, ChFC®

Wealth Management Advisor
 
Suneel Garg, MBA, CLU<sup>®</sup>

Suneel Garg, MBA, CLU®

Life Insurance Specialist
Our Life Insurance Specialist guides individuals and businesses in the effective uses of life insurance to help manage risk and achieve a variety of financial security objectives.
 

de Winter L Stewart, CFP®, CLTC®, MBA

Financial Advisor

  • Office 213-243-7028
  • Office 310-883-8884
 

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