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


Cusimano Financial-Wealth Management and Insurance Services

My Team

As our loyal client base continues to grow, our team is determined to make sure all of our clients receive the best possible service. Our team is commited to making sure our clients are fully satisfied with the work we have done for them and the work we will continue to do for them as we work together towards establishing financial security.

If there's anything you need please do not hesistate to contact me or my staff.

 
McKenna Farole

McKenna Farole

Director of Operations
Office 949-863-5818

McKenna joined the team in January of 2018 and is a second contact alongside Jimmy to help individuals reach their goals personally, professionally, and financially. She began her career with Northwestern and the financial services industry right after she graduated college in the spring of 2016. Her main focus is overseeing all practice operations as well as client onboarding, servicing, and management. She is licensed in life, health, disability, and long-term care insurance. She also currently holds her FINRA Series 6 and 63 and is on her path to obtaining her CFP Designation.

 

McKenna graduated cum laude from Elmira College, with a major in Business Administration with an emphasis in Management.

 
Catherine R Van Meter

Catherine R Van Meter

Client Service Manager
Office 949-863-5883

Cathy joined the team in April 2014.  She is responsible for overseeing the underwriting process from application submission to policy delivery.  She also handles client servicing requests and manages Jimmy’s calendar.  Cathy is passionate about taking care of our clients and ensuring that every client receives outstanding service at each interaction.

Cathy is married to Jordan, and they have two wonderful sons.  She graduated from the University of California, San Diego with a bachelor’s degree in Communications.  Cathy also received her master’s degree in Public Relations from California State University, Fullerton.

 
 

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