Alexander P Goldberg, CFP®

Financial Representative

  • Office 949-863-5918
  • Office 949-614-9192

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.

 

 
Mason Lawley

Mason Lawley

Financial Advisor
Office 949-863-5821

Joining Northwestern Mutual in 2015 as a Finanacial Representative, Mason was exposed to the opportunity to have an impact in his community by helping his clients make wise decisions about their wealth. Joining Alex's teams in late 2016, Mason's role as a Financial Advisor is to help design and implement financial plans for our clients. Witha lifestyle and heart focused on service, Mason ensures that our work helps drive clients closer to achieving their goals.

 
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 24 years and has two sons. Cameron is attending The University of the Pacific studying Computer Science and Engineering. Justin is a student at Pepperdine University studying Pre Dentistry. He is a member of the Men's Water Polo team.

Michele has her life and health insurance license and currently is studying for the Series 7 exam.  .

 
 

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