Strategic Planning Associates Story
Hank Cerruti and Nicholas Llerena have a combined experience of 49 years with Northwestern Mutual. Separately they found early success and built thriving practices helping clients solve needs. Over the years, Hank and Nicholas both expanded their expertise and went on to build their own successful wealth management practices. After years of growing individually, the two saw a purpose to joining forces and to growing as one. Their partnership began as a casual conversation in a car and led to a series of discussions based on their shared desire to deliver a unique client experience driven by the planning process. The subsequent merger of their teams afforded them the additional capability to remain at the center of their client’s financial lives.
Strategic Planning Associates has grown to a team of eight dedicated professionals. Backed by Northwestern Mutual’s 160-year history, they work collaboratively to serve their clients and to provide them peace of mind.