Jason H Shapiro, CLTC

Wealth Management Advisor

  • Office 818-610-7066
  • Mobile 818-203-9437

My Team

As a Wealth Management Advisor for Northwestern Mutual, I am committed to helping our clients whether they are concerned for their own financial needs or those of their family or business and I don't do it alone. With the support of a dedicated staff, we stand committed to providing you the best client service possible. Our team takes customer service very seriously and we aim to provide a superior level of professional advice.

Please don't hesitate to contact us if you need to schedule an appointment, request a service, or even just ask a question. We promise to provide you a prompt, friendly, and knowledgeable response every time.

We're here for you.

 

 
Clifford M Mortensen

Clifford M Mortensen, MBA, CLTC®

Financial Advisor
Office 818-610-7035

Cliff started with Northwestern Mutual in May of 2009. He began his career as a college intern while completing his MBA at Pepperdine University. After graduation, Cliff ran his own financial planning practice for 5 years before teaming up with Jason in January of 2016.

Cliff specializes in working with young families and successful professionals. His goal is to educate his clients about the financial decisions they need to make today that will allow them to achieve their ideal future.

Cliff is married to Haley. They enjoy travel and staying active. Haley has a passion for riding horses and Cliff spends his free time mountain biking and playing golf. They are actively involved in the Pepperdine Community and find joy in giving back to their alma mater.

 
Kimberly R Loane

Kimberly R Loane

Office 818-610-7089

Kim started with Northwestern Mutual in April of 2010. She began her career as an Administrative Assistant. Kim quickly moved her way through the company and has held titles of Executive Assistant, Office Manager and now Director of Insurance Operations and Services for our team.

Kim currently oversees our insurance operations. Her primary objective is to provide clients with a streamlined process from their initial meeting with our advisors to their ongoing servicing needs. Kim is laser focused on providing our clients with the 4 star service they deserve.

Kim has three boys –Jonathan, Ryan and Austin. Most weekends you can find Kim in the bleachers or on the sidelines cheering her boys on. She also enjoys the beach and camping with her loved ones.

 
Sandra Partida

Sandra Partida

Office 818-887-9191

Sandra started with Northwestern Mutual in September of 2017.  Prior to joining our team, she worked as a manager of a successful business after graduating from Cal State Long Beach in 2008 with a B.S. in Business and Operations Management.  This experience brings an extensive background in customer service and operations management to our team.  She is excited to help deliver a high level of service to our clients.

Sandra is the proud mother of her son, Alexis.  She enjoys spending time at the various museums around Los Angeles, going for a hike, and spending quality time at home with her family.

 
Krystle L Berg

Krystle L Berg

Office 818-887-9191
 
Larry E. Stevenson III

Larry E. Stevenson III

Investment Operations
 
 

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