Robert A Grimm, CLU®, ChFC®, CFP®

Wealth Management Advisor

Professional

Robert Grimm brings to his clients over seventeen years of professional experience in the financial industry. Robert became a Wealth Management Advisor in order to help individuals, families and business owners navigate their financial state of affairs by creating and implementing long term vision; thus allowing them to focus on the things in their lives that they're most passionate about and that matter most.

Robert feels the most important element of his career has been his desire to have a long term positive impact on the lives of people he works with and for. His career with the Northwestern Mutual Financial Network has given Robert the opportunity to provide his clients with solutions and products that help them achieve their financial dreams.

 Robert Grimm is a member of the National Association of Insurance and Financial Advisors (NAIFA). The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.

CFP®
CERTIFIED FINANCIAL PLANNER™ Certificant

Robert Grimm received his CFP® certification in June 1998.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP ® and CERTIFIED FINANCIAL PLANNER ™ which it awards to individuals who successfully complete initial and ongoing certification requirements. The CFP® and CERTIFIED FINANCIAL PLANNER™ certification marks are the most recognized financial planning marks in the world.

CLU®
Chartered Life Underwriter
Robert Grimm received his CLU® in May 1997 from the American College.

The CLU® designation is the undisputed professional credential for persons involved in the protection, accumulation, preservation and distribution of the economic values of human life. For Financial Representatives such as Robert Grimm, as well as field managers and others involved in providing life insurance products to the public, the CLU® designation is the common bond for continuing growth and commitment to professionalism.

ChFC®
Chartered Financial Consultant
Robert Grimm received his ChFC® in June 1997 from the American College.

The ChFC® program focuses on the organized way to collect and analyze information on a client's financial situation; to help clients identify and establish specific financial goals and to formulate solutions to help meet those goals. The ChFC® program provides financial professionals with in-depth knowledge of the skills needed to perform needs analysis for their clients.

CLTC
Certified in Long-Term Care
Robert Grimm received his CLTC in January 2006 from the American College.

The CLTC designation which is owned by the CLTC Board of Standards, Inc. is not affiliated with or funded by any insurance sales or marketing organization. The quality of the program is evidenced by the granting of continuing education credits by all states as well as established programs such as the CERTIFIED FINANCIAL PLANNERTM (CFP®) and Chartered Life Underwriter (CLU®) designations.

Education

  • Bachelor of Science in Marketing from Indiana University (Bloomington).

Associations and Memberships

  • Building Industry Association
  • National Association of Home Builders
  • HomeAid Orange County
  • Isaiah House
  • The Teen Project
  • YMCA Yorba Linda/Placentia
  • Every Nation Ministries

 

 

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