A COMMITMENT TO YOUR FINANCIAL INDEPENDENCE
Thank you for visiting Strategic Planning Associates! We are committed to helping you plan for the life you want to live; just as no two clients are alike, no two plans are alike. Our team takes the time to get to know what sets you apart. By understanding your values, vision, and goals, we develop a uniquely tailored plan and collaborate with you and your family to monitor and manage the plan to help you achieve financial independence.
As Northwestern Mutual’s Private Client Group member, we combine our world-class planning expertise and client service with the unmatched financial strength, resources, and expertise of Northwestern Mutual to deliver comprehensive financial plans, risk management, and investment management solutions.
Strategic Planning Associates featured in Northwestern Mutual Career Commercial!
Strategic Planning Associates Private Wealth Advisor Robert Novotny spent 2 days with a film crew to create a commercial that highlights his transition out of the Military and what his career as a Private Wealth Advisor with Northwestern Mutual has meant to him. Check out the commercial here:
We're top ranked by Forbes
Forbes has recognized Henry Cerruti as a best-in-state wealth advisor for 2024. Forbes has also recognized both Henry Cerruti and Nicholas Llerena as a 2024 best-in-state top financial security professional in the country. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you!
Forbes "Best-in-State Wealth Advisors" list (April 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2023 Forbes Best-in-State Top Financial Security Professionals list (July 2023,2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of December 31st of the preceding year. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.