Mission

“Planning with integrity, identifying tailored solutions.”

 
Team

Helping You Realize Financial Security

When a childhood friend introduced him to Northwestern Mutual, James discovered a place where he could truly lead and inspire people. Nearly a decade later, he has developed and influenced dozens of new financial advisors, while maintaining a successful practice. As a Wealth Management Advisor, James has impacted the lives of hundreds of clients, striving to build lasting bonds and human connection in a world of uncertainty. As a leader and Managing Director of Northwestern Mutual’s downtown Los Angeles office, he upholds the highest standards of success within the largest district office in the country.

James often partners with affluent families, small business owners, entertainment professionals, and successful attorneys to help steer them toward financial success. Adhering to the “power of now” philosophy, he helps his clients plan for tomorrow, so they can spend their life living for today. He also frequently collaborates with fellow advisors to educate clients on wealth management strategies and solutions.


Resources for Business Owners and Entrepreneurs

James Verzino works with business owners to take advantage of unique investment opportunities at each stage of their business, from Business Start-Up to Business Growth to Business Maturity to Business Transfer.

Recommended Articles:


Resources for Attorneys

Northwestern Mutual's Advanced Planning Library is a powerful legal research tool designed for use by attorneys, CPAs, trust officers, law school professors, business school professors, actuarial consultants, planned giving-charitable organizations, and retirement plan consultants. This Web site contains materials covering topics such as estate, business, charitable, retirement and insurance planning produced by both attorneys in the Advanced Planning Division of Northwestern Mutual and outside professionals.


 

Our Better Money Habits From COVID Are Slipping: Here’s What to Do About It

We help clients with these topics every day. Read more here.

How to Teach Children to Build Healthy Money and Credit Habits

Starting these types of money lessons early can help them establish a solid financial foundation. Read more here.

What Do Mortgage Lenders Look for in a Borrower?

If buying a home is on your list of goals, it helps to know what makes you attractive to a lender. Here are a few key factors.

 

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Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.