Professional

Jimmy began his career as a financial advisor with Northwestern Mutual in 2007. His expertise includes comprehensive financial planning, insurance planning, business continuation and succession planning, and investments.

Jimmy is honored to work alongside closely held business owners, physicians, and successful professionals across the country. He obtained his degree from the University of California, Irvine in 2008.

Jimmy and his team are proud to work closely with the medical professionals of the following institutions:

  • Kaiser Permanente Medical Group
  • Loma Linda Hospital
  • Children's Hospital of Los Angeles
  • Children's Hospital of Orange County
  • PIH Health Hospital
  • University of Southern California
  • University of California, Los Angeles
  • University of California, San Francisco
  • Scripps Hospital of San Diego
  • Fountain Valley Regional Hospital
  • Hoag Hospital of Newport Beach, CA
  • White Memorial Medical Center

Our team works alongside several private practices across the country and Jimmy teaches financial literacy to various medical residency and fellowship programs across the country as well.

To further his education, Jimmy currently holds the following designations and certifications:

CERTIFIED FINANCIAL PLANNER (CFP®)

CERTIFIED FINANCIAL PLANNER (CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

Chartered Life Underwriter (CLU®)

The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.

ChFC® Chartered Financial Consultant

The Chartered Financial Consultant (ChFC®) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

Boards and Associations

  • Tustin Chamber of Commerce
  • Financial Planning Association
  • National Association of Insurance and Financial Advisors

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 2012-2019

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

National Association of Insurance and Financial Advisors Quality Award 2012-2015

Award recognizing commitment to excellence in service to clients and industry

Jimmy J. Cusimano, CFP®, CLU®, ChFC®
Wealth Management Advisor


Cusimano Financial-Wealth Management and Insurance Services

 

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