West Hartford CT Community Notes


Monday, January 14, 2013

West Hartford wealth manager earns CASL designation



 SIMSBURY – Stephen P. Whittemore, CLU, ChFC, CLTC, CASL of Northwestern Mutual Wealth Management Company has earned his Chartered Advisor for Senior Living designation from The American College.
Founded in 1927, The American College, located in Bryn Mawr, Pennsylvania, is the nation's leading educator of professionals in the financial services industry. The College offers an array of specialized designation programs, a master of science degree in financial services and customized continuing education programs for those pursuing a career in financial services.  

With a CASL designation, Whittemore has completed one of the most comprehensive curriculum available addressing the many financial and lifestyle considerations affecting both seniors in retirement and individuals preparing for retirement.  As wealth management advisor, he is part of a network of specialists offering a wide array of services.  The CASL designation allows him to continue to provide expert guidance and innovative solutions on a broad range of financial topics.  

Whittemore is associated with The Zuzolo Financial Group in West Hartford.  He graduated from the Barney School of Business at the University of Hartford in 1982.

The Northwestern Mutual Life Insurance Company – Milwaukee, WI (Northwestern Mutual) has helped clients achieve financial security for more than 150 years. Northwestern Mutual and its subsidiaries offer a holistic approach to financial security solutions including: life insurance, long-term care insurance, disability insurance, annuities, investment products, and advisory products and services. Subsidiaries include Northwestern Mutual Investment Services, LLC, broker-dealer, registered investment adviser, member FINRA and SIPC; the Northwestern Mutual Wealth Management Company, limited purpose federal savings bank; and Northwestern Long Term Care Insurance Company; and Russell Investments. Further information can be found at http://www.northwesternmutual.com.

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