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Financial independence is often a major objective in each of our lives. You try to make the best decisions for those you care about, but the wrong financial decision can often undermine the best of intentions. Achieving financial independence takes more than creating a plan. There is an action to take in order to achieve the vision you create. Together, we will create a timeline to help address your needs and execute the steps necessary to prepare for whatever life brings.

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Our team is committed to empowering others to see and create possibilities for themselves and those they care about.
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Jimmy J. Cusimano, CFP®, CLU®, ChFC®
Wealth Management Advisor

Cusimano Financial-Wealth Management and Insurance Services

1500 Quail St Ste 600
Newport Beach, CA 92660-2738
  • Office 949-863-5800 ext. 5852
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Advanced Planning
Library

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

How One Couple Built Their Dream Backyard

One couple saw a property flaw as the chance to create the backyard of their dreams. Read more.

Is Grad School Worth It? Questions to Ask Yourself Before Applying

The decision is as much a financial as an educational one. Read more.

 

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