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.

 

 
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 and manages client accounts. 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 over 30 years and has two sons. Cameron is a Computer Engineer and Justin is a student at the USC Herman Ostrow School of Dentistry set to graduate in May of 2022.

Michele has her life and health insurance license. .

 
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 client servicing, application preparation and processing, client onboarding, and helping clients with their investment, advisory, annuity and insurance accounts.  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.

 
Jessica Lauren Krausfeldt

Jessica Lauren Krausfeldt

Associate Wealth Management Advisor
Office 949-863-5860
 
 

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