The San Diego Group

 

Scott E Ashline, CLU, ChFC
Financial Representative
(619) 230-8019

Scott Ashline received his bachelor’s degree in finance from Boston College in 1990, then taught finance and accounting at a college in Belize, Central America, for one year on a volunteer basis.

In 1992, San Diego became his home and he began his career with Northwestern Mutual Financial Network, where his clientele largely consists of the "Who’s Who" in the San Diego legal community.

Scott also specializes in working with a variety of businesses, from sole proprietors to large publicly traded companies, primarily on their executive benefits.

He has become extremely involved in championing the causes of the financial services industry, with professional groups nationwide inviting Scott to speak to their members. He’s addressed the California Society of CPAs, law firms, corporations, as well as elected officials in Sacramento.


Candace H Berkman
Financial Representative
(619) 230-8095

Candace graduated from the University of Southern California with a bachelor’s degree in psychology and speech communications and has been a Financial Representative since 1998.

Candace is a member of the Vista Hill Foundation’s Friends Board and serves on the advisory committee of the Jenna Druck Foundation. In addition, she is on the board of directors for the Torrey Pines High School Foundation as well as the Senior Community Centers.

Candace lives in Del Mar, California, with her husband, Jack, and her son, Chase. She enjoys snow skiing, tennis and, most of all, spending time with her family.


Eric M Gardiner
Financial Representative
(619) 230-8037

Eric received his bachelor’s degree in economics from Rutgers University. He has been a Financial Representative since 1995 and is securities licensed.

Eric has bi-coastal business, traveling to New York City every month. He enjoys the daily challenges he faces in meeting the expectations of and problem solving with his clients, and their advisors, in matters relating to life insurance, estate analysis and corporate benefits needs.

Eric has lived in La Jolla, California, with his wife and their three sons since 1984.


David McQuade, M.B.A., CLU, ChFC
Financial Representative
(619) 230-8093

Dave has built a successful and well-rounded practice serving investment and insurance clients. He works primarily with attorneys, small businesses and law firms.

He specializes in business needs analysis, such as buy sell agreements and exit strategies, as well as long-term investment services and estate needs analysis.

Dave is among the current top 150 producers for Northwestern Mutual Financial Network nationwide and a Forum member.


Isaac Shainblum
Financial Representative
(619) 230-8085

Isaac has been a Financial Representative with the San Diego Group since 1983 and develops long-term client relationships with individuals and business owners.

He is extremely knowledgeable in the area of life insurance, disability income insurance and estate analysis, and he also enjoys helping his clients with their retirement and investment needs.

Isaac has been a member of the National Association of Insurance and Financial Advisors member since 1983.

Isaac lives in San Diego with his wife, Carol, and his son, Michael.


John O Todd III
Financial Representative
(619) 230-8035

After a decade of consulting to industrial manufacturing entities in safety and loss prevention planning, John O. Todd III joined Northwestern Mutual Financial Network in 1995.

A third-generation Northwestern Mutual Financial Network Representative and a member of the Todd Organization, a national executive benefit consulting firm founded by John's grandfather, John O. Todd. John assists his clients as they prepare for retirement, children’s education, business succession, corporate executive benefits, insurance or investment portfolios, or estates.

The Todd Organization is the marketing name for Todd Consulting, Inc., which is affiliated with Northwestern Mutual and provides and administers executive benefit plans.

John is currently President of the San Diego Chapter of the National Association of Insurance and Financial Advisors (NAIFA) and is a graduate of the University of San Diego.

John is a Southern California native. He and his wife, Cheryl, have two sons, Jack (John IV) and Andrew.


James E Whistler, J.D., MSFS, ChFC, CLU, CFP®
Financial Representative
(619) 230-8015

Jim has been a Financial Representative since 1969.

He graduated from the University of Idaho with a bachelor’s degree in finance, then completed his law degree at the University of Idaho, as well as completed a master’s degree in management and a master’s degree in financial services at The American College.

While attaining his law degree, Jim began his career with Northwestern Mutual Financial Network as an intern. Now, over 30 years later, Jim’s focus is on meeting the needs of executives and highly compensated individuals, specializing in executive compensation, including retirement and other employee benefit plans, as well as wealth accumulation and preservation.

Named to Who’s Who in the West and Who’s Who in Finance and Industry, Jim has published many articles and given numerous lectures and seminars.

Jim lives in Point Loma with his wife, Kathy. He enjoys sailing, golfing and gardening.



 
 
 

Copyright 2008, The Northwestern Mutual Life Insurance Company/Northwestern Mutual, Milwaukee, WI. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444. The Northwestern Mutual Financial Network is a marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, its affiliates and subsidiaries.

Northwestern Mutual Financial Network (NMFN) is the marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) and its subsidiaries and affiliates, including Northwestern Mutual Wealth Management Company®, Milwaukee, WI (WMC), a wholly-owned company of NM, and limited purpose federal savings bank. NMFN is not a partnership or legal entity. Garrett James Bleakley is a General Agent of NM (life insurance, annuities and disability income insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance). Registered Representative and Investment Adviser Representative of Northwestern Mutual Investment Services, LLC, One America Plaza, 600 W Broadway Ste 600, San Diego, CA, 92101, (619) 234-3111, a wholly-owned company of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC. NM and The San Diego Group are not broker-dealers, registered investment advisers or federal savings banks. Managing Partners are not in legal partnership with each other, NM or its affiliates. There may be instances where agents of NM represent companies in addition to NM or its affiliates.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network representatives might not represent all entities shown or provide all the services discussed on this web site. Not all products and services are available in all states.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Garrett James Bleakley, General Agent, The San Diego Group has Financial Representatives that are primarily licensed in California.

 
   
 

One America Plaza
600 W Broadway Ste 600
San Diego, CA 92101
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Office: 619-234-3111
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Garrett J. Bleakley, CLU, ChFC
CA #0A93914

 
 

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