Professional

Juan Baron is a Wealth Management Advisor and the Managing Director for Northwestern Mutual - West Los Angeles.

Juan began his career with Northwestern Mutual as a financial representative in 2005 while a full-time college student at the University of North Carolina in Chapel Hill. Throughout his career, he has consistently set the standard for excellence, as evidenced by his numerous company awards. Upon his graduation from UNC-Chapel Hill in 2008 at the age of 21, he relocated his practice to Los Angeles, CA.

Juan is passionate about continuing education and professional development. He holds his Series 7, 9, 10, 26, 63, and 66 FINRA registrations, and is licensed to practice in 29 states. He holds the CFP®, CLU®, and ChFC® professional designations, and has been a Million Dollar Round Table (MDRT) qualifier every year since 2009, placing him in the top 1% of the world's best financial services professionals.

Juan is also passionate about leadership. He served as Co-College Unit Director for the last two years of his college career in Chapel Hill, NC, and upon moving to Los Angeles he became the College Unit Director for Northwestern Mutual's Downtown LA office. In 2009, Juan was appointed as Field Director for the Downtown LA office, and in 2012, he became the Managing Director for Northwestern Mutual-West Los Angeles. Northwestern Mutual-West Los Angeles has been named one of the "Best Places to Work" by the Los Angeles Business Journal every year since 2016.

Juan specializes in working with intelligent, responsible, and successful physicians, business owners, and affluent families to help steer them toward financial success. His greatest professional achievements can be measured by the impact he has on his clients' lives and their financial affairs, as well as those of the financial advisors in his office. He is a sought-after speaker on the subject on financial planning -- both industrywide and to physician groups nationwide.


Designations

  • CFP® CERTIFIED FINANCIAL PLANNER™ - The CERTIFIED FINANICAL PLANNER™(CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.
     
  • CLU®  Chartered Life Underwriter - The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.
     
  • ChFC® Chartered Financial Consultant - The Chartered Financial Consultant (ChFC®) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

Education

Juan Baron is a graduate of the University of North Carolina at Chapel Hill with a Bachelor of Science degree in Business Administration.

Juan S. Baron, CFP®, CLU®, ChFC®

Managing Director

 

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