Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
 
Alex M. Rosenblatt, CLTC

Alex M. Rosenblatt, CLTC

Wealth Management Advisor

Alex joined Northwestern Mutual in 1998 as a college agent and is currently a Wealth Management Advisor based in San Francisco, California. He holds his Certified in Long-Term Care (CLTC) professional designation, is a Court of the Table qualifier of the Million Dollar Round Table, placing him in the top 1% of the world's financial advisors, and is a member of the Northwestern Mutual Forum, a group of the company's most elite and respected advisors nationally.

A native San Franciscan, Alex graduated with honors from the University of San Francisco where he met his wife, Kelly Jane. Their first child, Mathilda, was born in January 2012. They welcomed their second daughter, Lucie, to the family in 2014. His commitment to helping others and the community has led Alex to commit time and energy as a Board Member of the San Francisco General Hospital Foundation.

 
Chris Andrews, CFP<sup>®</sup>, RICP<sup>®</sup>, CLU<sup>®</sup>, ChFC<sup>®</sup>, CLTC<sup>®</sup>

Chris Andrews, CFP®, RICP®, CLU®, ChFC®, CLTC®

Wealth Management Advisor

Chris joined Northwestern Mutual in 2007 as a third-generation advisor (preceded by his uncle and grandfather) and is currently a Wealth Management Advisor based in Redwood City, California. As a strategic part of our team, Chris has an expertise in working with mid-career professionals and families with young children, as well as later-career professionals with income distribution planning in retirement. In addition to investment management and insurance planning, Chris can also work with clients on a flat-fee basis for their comprehensive planning needs.

Chris has been a resident of Menlo Park since 2007. He and his wife, Erinn, moved into their first home in the Willows in 2010. They have two children, Izzy and Ashton. Chris is a passionate Stanford sports fan and true "Italophile" after studying abroad in Florence and Sicily. He is actively involved in the Stanford alumni community, serving on the Cardinal Young Alumni Steering Committee, and a former member of the Board of Directors for the Menlo Park Chamber of Commerce.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 
Richard W. Beyer

Richard W. Beyer

Wealth Management Advisor

Rick joined Northwestern Mutual in 2004 and is currently a Financial Representative based in Scottsdale, Arizona. He is a strategic part of the team, bringing an expertise in working with medical professionals, as well as entrepreneurs and business owners. Rick holds a Bachelor's of Interdisciplinary Studies from Arizona State University with a concentration in Economics and Business Administration.

Originally from Wisconsin, Rick enjoys spending quality time with his family and friends. He and his wife, Nicole, have been together for nearly 20 years. Together, they have four young children and enjoy giving back to their local community volunteering their time at Saint Vincent de Paul. Rick is also an active member and supporter of the Phoenix Children's Hospital, Arizona Medical Association, Arizona Dental Association, and A.T. Still University.

 
William Richardson III, CLU<sup>®</sup>, CFP<sup>®</sup>

William Richardson III, CLU®, CFP®

Wealth Management Advisor

Will joined Northwestern Mutual in 2002 and is currently a Wealth Management Advisor based in San Francisco, California. As a strategic part of our team, Will has an expertise in working with investment professionals, law partners, CPAs at the Big Four firms, and entrepreneurs in the areas of estate, business, retirement and family insurance planning. Will graduated Magna Cum Laude from the University of Mississippi with a B.B.A. in Marketing. He is a member of the National Association of Insurance and Financial Advisors (NAIFA) and the Million Dollar Round Table (MDRT).

Will and his wife, Dena, live in San Rafael with their sons, Liam and Ben. They are outdoor enthusiasts who love running and hiking, as well as spending time with family and reading.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 

Alex M. Rosenblatt, CLTC

Wealth Management Advisor

 

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