Professional

I started my career with Northwestern Mutual during my senior year at UCSB as a college intern in 2010. I have always had a passion for helping and leading others, spreading financial literacy and making a positive impact on my community, so naturally the financial services career was a great fit for me. I feel my strength as an advisor stems from building strong trusting relationships with people early on through asking good questions, actively listening to what’s important to them and then coming up with specific solutions to help them reach their goals. 

My focus for my clients as their trusted advisor is always being at the center of their financial lives and being the person that they can always rely on when things go as expected and more importantly, when they don’t. As part of my personal responsibility, I feel that you can never stop educating yourself and staying up to date and knowledgeable on the ever-changing laws, regulations and guidelines is very important to me. I currently have my CLU, ChFC, CLTC designations, Series 6, 63, 65, and my Life and Health licenses.

Aside from my personal practice, I am also a “Growth Development Director” in our organization where 30% of my time is focused on mentoring and developing other advisors to help them reach their personal goals. Coaching and mentoring others has always been a passion of mine and helping others reach their goals often gives me more personal fulfillment than accomplishing my own. If you or anyone you know is open to learning about the career opportunity with our firm, we are currently looking for a select number of new advisors to recruit and develop for our new Santa Monica office.  If you have any other questions for me personally related to my services or the firm, please feel free to email me directly. 

Years of Experience

Representing Northwestern Mutual since 2010.

Casey Pierce

Casey Pierce, CLU®, ChFC®

Financial Advisor

 

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