Alexander P Goldberg, CFP®

Financial Representative

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, 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 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