Paul Glowienke
Contact Me

Office: 949-863-5800

1500 Quail St Ste 600
Newport Beach, CA 92660-2738

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Northwestern Mutual receives "best possible ratings"

The four major ratings agencies, Standard & Poor’s, A.M. Best, Moody’s, and Fitch, have each confirmed the company’s insurance financial strength ratings. We take great pride, especially in these economic times, in providing our clients the consistent financial strength that has been our signature for over 150 years.

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Managing Your Money In A Downturn

Northwestern Mutual was recently featured in The New York Times Wealth Matters column, "Never Mind Your 401(k). How’s Your Insurance?" about the importance of managing risk in the current economic environment, and strategies that the wealthy use to manage not only their money but their overall well-being. Northwestern Mutual Executive Vice President Greg Oberland comments about how people should be rethinking and managing their insurance needs in a downturn. Read the article (PDF).

Life never stands still. It evolves, changes direction, and leads to new possibilities. That means your approach to financial security cannot be static, because as your life changes, so do your needs and goals.

My mission as a financial advisor is to help you align your current financial picture with your future financial goals by performing a comprehensive financial analysis. I will help you understand the complexity of issues faced by successful individuals like you and the importance of having a sound financial plan in place.

Once the plan is set, my team and I constantly monitor your progress and make fine tuning adjustments as your needs and goals change.

Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from me or my office.

Northwestern Mutual in the Media

 
For the 24th year, Northwestern Mutual has been named as America's Most Admired life/health insurance company in Fortune Magazine's 2007 annual survey (March 19, 2007). For more information, please visit NMFN.com.

Paul Glowienke and The Waltos Group sponsored the "2006 Toshiba Senior Classic"

The Toshiba Senior Classic is one of the largest annual events in Orange County and hosts the finest field of professional golfers all year.

The Toshiba Senior Classic is also a tremendous fundraiser. The tournament has donated more than $7.8 million to charity in the last eight years, by far the most on the PGA Champions Tour. Our sponsorship will support Hoag Hospital and several other charities that help improve lives here in our own backyard.

Charitable Gifing Work

I work closely with many charities here in Orange County. I advise The Ocean Institute, Tiger Woods Learning Center, Children's Hospital of Orange County, California State University, Long Beach and other organizations on appropriate gift strategies and financial management procedures. I feel strongly that our children are tomorrow's leaders. Anything I can do to help will make a difference.

My Mission

My goal is to understand you better than any other financial representative . I look first to understand your vision for the future. It says a lot about you. And like you, your vision is unique. So is my approach to helping you shape it and attain it. In all situations I will make those recommendations which I would do for myself and my family if faced with a similar situation.

MY COMMITMENT TO CLIENTS

I commit to delivering objective solutions that help clients achieve their long-term personal and financial goals.

I commit to fully understanding  clients' values, objectives, hopes and fears.

I commit to professional practices that demonstrate unyielding integrity.

I commit to continual education to enhance my expertise in providing exceptional, personalized value to clients.

My commitments compel me to do the right thing for clients at every opportunity.

Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from me or my office.

Northwestern Mutual Financial Network

We provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience.

What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of the Northwestern Mutual Financial Network, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed.