Wealth Management Firms

Northwestern Mutual

Company Website

600 West Broadway Ste., 600
San Diego, CA 92101

Company Est.:

Year Est. in San Diego: 1952

Sourcebook Data

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Northwestern Mutual

Assets managed in 2012 (figures in millions)


Number of local portfolio managers or investment advisers


Services offered

Investment management, financial and estate planning, private client services, advisory programs, trust services, employee and executive benefits planning, and brokerage services


Michael Carter

  • Chief Financial Officer

John Schlifske

  • Chairman
  • Chief Executive Officer

Gary Bleakley (profile)

  • Managing Partner

Gary Poliner

  • President