John Parisi, CLU®, ChFC®, CLTC®, CASL®

Long Term Care Specialist

  • Office 646-366-6618
  • Fax 212-944-2919

Professional

Before John Parisi can speak about the products and services that might be appropriate for you, your family, and/or your business, he needs to get to know you.  And, before you can feel comfortable sharing your goals and dreams, you need to get to know him.

John Parisi is a Northwestern Mutual Financial Advisor and Long Term Care Specialist with over 25 years of experience in life insurance, disability income insurance, and estate analysis matters, just to name a few.  His practice also extends to overall preparation for the closely held business.

John Parisi graduated from Boston College in 1986 with a degree in finance.  He joined Northwestern Mutual the same year and went on to earn the professional designations of Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®).  John Parisi is also certified in Long Term Care (CLTC) planning and also earned the Chartered Advisor for Senior Living (CASL®) designation. John Parisi has devoted his practice to assisting his clients in securing their financial futures.

John Parisi says:  "My affiliation with the Northwestern Mutual enables me to make available to my clients quality financial products and services to address their individual needs.  My role is to analyze a client's situation taking into account their current investments, as well as other assets and liabilities.  We review goals for the family, paying particular attention to any special needs of individual family members.  We also discuss proper estate accumulation and distributions needs.  It is during this process that it is essential for me to get to know the client as best I can and determine what is important to that client.  The 'one size fits all' approach does not work with this type of analysis.  If a closely held business is part of the family profile, then of course the process becomes even more complex."

Associations and Memberships

 

Years of Experience

Representing Northwestern Mutual since 1986.

Education

Degree Major Institution
Bachelor of Science Finance Boston College

Awards and Recognition

 

Million Dollar Round Table Qualifying/Life Member 1999-2018

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

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