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600 W Broadway Ste 600
One America Plaza
San Diego, CA 92101-3359
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Office: 619-234-3111
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The San Diego Group

Take the first step

Are you ready for financial independence? Are you ready to be your own boss? Are you ready to make a positive impact on people's lives?

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Mission Statement

The San Diego Group exists to secure futures and impact lives. Our mission is to provide expert guidance for a lifetime of financial security. Along with our network of specialists, we provide innovative solutions using world-class insurance services and internationally recognized investment products. Through this, we develop enduring relationships with our clients.

We are committed to and highly value integrity, accountability and professional excellence.

 

Vision

The San Diego group helps clients achieve financial security through a comprehensive planning process, and the delivery of industry-leading products from the Northwestern Mutual Financial Network.

By 2015, our 125 financial representatives, advisors and specialists in 7 offices will be securing futures and impacting the lives of over 5,000 clients annually.

The San Diego Group will be recognized as the finest financial security firm in San Diego and Honolulu.

 

Core Values

Integrity: Doing what is right

Accountability: Doing what is expected

Growth: Personal, Professional & Financial

Professional Excellence: Being your best