Professional

Michael Waxberg is a Certified Financial Planner (CFP®) and has spent over two decades building a nationally recognized wealth management and financial planning practice with Northwestern Mutual Wealth Management Company in Los Angeles. He is deeply rooted in the legal, entertainment and business communities advising on comprehensive retirement and investment planning strategies. He has in-depth knowledge of tax and business planning, working with both individuals and businesses helping to navigate the ever changing financial landscape.

Michael’s extensive background in the capital markets space has led him to play an integral role with the wealth management arm of the firm, which oversees over $6 billion in assets. As a Director with the firm, he is also involved in the growth and development of the Los Angeles office. In addition to his local involvement, he has served on both the investment committee and field compensation committee with Northwestern Mutual corporate office.

Along with his CFP®, he holds his Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations from the American College in addition to his Series 6, Series 7, Series 63 and Series 65 securities licenses.

Michael graduated from San Diego State University in 1998 with a Bachelor’s Degree in Business.

Michael and his wife Carrie reside in Calabasas, CA and he is an active member of the Jonathan Club and Calabasas Country Club. Outside of the office, Mike enjoys traveling, golfing, rooting for the Los Angeles Dodgers, and spending time at the beach with his daughter Peyton and twin sons Jacob and Ethan.

Michael A Waxberg, CLU®, ChFC®, CFP®

Wealth Management Advisor

 

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