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

Contact Me

Community Involvement

Grandma's House of Hope - Hope Giving Sponsor (2019)
BAPS Charity Corporate Sponsor (2015-Present)
NAPA Physical Therapy Corporate Sponsor (2016 - Present)
Kaboom! 2017 children's playground built (Brea, CA)
Working Wardrobes of Orange County Board Member (2010-2014)

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

Contact Me

Advanced Planning
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Legal Notice|Online Privacy Statement|Customer Privacy Notice|Third Party Links|Disclosure

Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts of interest before investing. To obtain a copy of one or more of these brochures, contact your representative.

Jimmy Joseph Cusimano uses Cusimano Financial-Wealth Management and Insurance Services as a marketing name for doing business as representatives of Northwestern Mutual. Cusimano Financial-Wealth Management and Insurance Services is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Jimmy Joseph Cusimano is a Representative of Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI (fiduciary and fee-based financial planning services), a subsidiary of NM and federal savings bank. All NMWMC products and services are offered only by properly credentialed Representatives who operate from agency offices of NMWMC. Representative is an Insurance Agent of NM, and Northwestern Long Term Care Insurance Company, Milwaukee, WI (long-term care insurance) a subsidiary of NM, and a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS) (securities), a subsidiary of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC (www.sipc.org).

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Financial Representatives. Financial Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states.

Jimmy Joseph Cusimano is primarily licensed in California and may be licensed in other states.

CA License: #0F71812

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Cusimano Financial-Wealth Management and Insurance Services

Community Involvement

Cusimano Financial-Wealth Management and Insurance Services

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