Northwestern Mutual Expands into Westlake Village and Promotes Cliff Mortensen to Managing Director of New Office

 
Mortensen plans to add 10 new advisors to the team each year until the market is served.
 
Woodland Hills, California (March 1, 2022) – Northwestern Mutual announced today that it has promoted Clifford Mortensen to Managing Director to lead their new office expansion in Westlake Village.
 
The new office, located at 2555 Townsgate Rd Suite 110, Westlake Village, will allow Northwestern Mutual to help meet growing demand for comprehensive financial guidance among the growing populations in the Greater Los Angeles and Ventura communities.
 
“With an MBA from Pepperdine, Cliff is passionate about creating financial security in this community! Through his combined efforts to develop others to become great financial advisors and provide comprehensive financial planning for his own clients, Cliff is the right person to lead this new office,” Mitchell Beer, Managing Partner Northwestern Mutual Woodland Hills.
 
With Mortensen’s transition to a managing director role, he will oversee his own financial group with the goal of expanding the impact the firm has on the local community. He will achieve this by recruiting a like-minded, trustworthy team of advisors and staff. Mortensen will also bring 7 advisors and representatives from the Woodland Hills office with him, enabling the group to quickly diversify their reach in the community. Mortensen plans to add 10 new advisors and representatives to the team each year until the market is served.
 
“People are trying to balance living for today and saving for tomorrow – and that often creates anxiety,” said Mortensen. “There is growing demand for what we offer – helping people cure that anxiety and build confidence through a comprehensive financial plan. I am personally excited to develop a team of advisors that will continue to reach out in our community and make a positive impact.”
 

 

About Northwestern Mutual

Northwestern Mutual has been helping people and businesses achieve financial security for more than 160 years. Through a holistic planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what’s most important. With $308.8 billion in total assets, $31.1 billion in revenues, and $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.75 million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. The company manages more than
$200 billion of investments owned by its clients and held or managed through its wealth management and investment services businesses. Northwestern Mutual ranks 90 on the 2021 FORTUNE 500 and is recognized by FORTUNE^® as one of the “World’s Most Admired” life insurance companies in 2021.