Alexander P Goldberg, CFP®

Wealth Management Advisor

My Team

When you became my client, you placed your trust in me to help make your vision a reality. I honor that trust with the help of my expert support staff. Together, we make a strong commitment to customer service.

If at any time you have a question, concern or need, please let us know.

 

 
Lauren C Robredo

Lauren C Robredo

Associate Financial Representative
Office 949-863-5800

Lauren has been at Northwestern Mutual as an Associate Financial Representative since 2005.  She assists Alex in running financial planning analyses, generating investment proposals, running illustrations, and helping clients with their investment and advisory accounts and annuity contracts.  Lauren is dedicated to assisting clients with the highest level of service.

Lauren is married to her husband, Abel and has one son, Abel Julian, and a French Bulldog, Rambo, who is very much a part of the family.

 
Michele Ann Cowan

Michele Ann Cowan

Director of Operations
Office 949-863-5800

Michele is responsible for managing our office and the flow of business.  Specifically, she assists in the underwriting process, manage client accounts, application preparation and processing and reviewing and maintaining reports for client insurance and investments. Michele is passionate about taking care of our clients and ensures that every client receives outstanding service at each interaction.

Michele has been happily married to Rich for 30 years and has two sons. Cameron is a Computer Engineer and Justin is a student at the USC Herman Ostrow School of Dentistry.

Michele has her life and health insurance license. .

 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck