Professional

Michael A. Waxberg is a Private Wealth Advisor and a founding member of the Private Client Group at Northwestern Mutual Wealth Management Company. Mike is a Certified Financial Planner (CFP®) and has spent over two and half decades building a nationally recognized Investment Advisory and Financial Planning practice. He is deeply rooted in the legal, entertainment and business communities advising on investment, retirement, and estate planning strategies.

Michael’s extensive background in capital markets has led him to play an integral role within the Los Angeles office. As a Director with the firm, he is also involved in the growth and development of the organization. In addition to his local involvement, he has served nationally on the Investment Committee, Field Compensation Committee, and the Sophisticated Advisor & Ensemble committee with the Northwestern Mutual Wealth Management Company.

Michael’s commitment to clients is deeply rooted in developing enduring relationships by helping them identify the simplicity amongst the complexity and providing expert guidance for a lifetime of financial security. Whether a client is focused on managing current financial success or protecting and preserving assets for future generations, Mike, and his team deliver tailored recommendations and comprehensive solutions while mitigating future taxation. 

In working with his clients, each engagement begins with an in-depth discovery analysis to gain an intimate understanding of the clients’ current financial landscape.  Together, The Waxberg Team partners with their clients to co-create a roadmap for future success, thus allowing the client(s) to live by design, rather than default.  Each plan is uniquely stress-tested to ensure the probability of long-term success despite potential periods of economic uncertainty.

Along with his CFP® certification, he holds his Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®) and Retirement Income Certified Professional (RICP®) designations from The American College of Financial Services.  Michael graduated from San Diego State University with a bachelor’s degree in Business.

Michael and his family reside in Calabasas, California. He is a member of the Collins & Katz Family YMCA board of managers as well as an active member of the Jonathan Club.  Outside of the office, Mike enjoys traveling abroad, golfing, rooting for the Los Angeles Dodgers, and spending time at the beach with his children.

Michael A Waxberg

Michael A Waxberg, CLU®, ChFC®, CFP®, RICP®

Private Wealth Advisor

 

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