Jan 23

Glen Cesari Promoted to Wealth Advisor

Northwest Financial Advisors (NWFA) is pleased to announce the promotion of Glen Cesari, CFP®, from financial advisor to wealth advisor.

Based in NWFA’s Herndon, Virginia office, Cesari is a key member of a nationally top-ranked wealth management team.1,2 He serves a range of clients, many of whom are currently employed by or retired from the U.S. federal government. Embracing the firm’s wealth management model, he serves clients from a holistic view, providing objective and personalized advice based on a client’s unique situation and goals.

Cesari joined the firm in 2010 after a successful career in the U.S. Navy where he applied his analytical skills to military Special Operations planning and forecasting. He seamlessly transitioned those same skills to the role of a financial advisor in which he analyzes a client’s entire financial picture before strategically crafting an appropriate financial plan.

“Glen is a tremendous asset to our team and to his colleagues. He is tenacious in his desire to find manageable solutions that are in his clients’ best interest. I congratulate him for this well-deserved promotion,” said Kevin Fisher, president and CEO of Northwest Financial Advisors.

Cesari earned a CERTIFIED FINANCIAL PLANNER™ certification in 2013. He also holds an undergraduate degree in oceanography from the U.S. Naval Academy and a Master of Science degree in meteorology and oceanography from the Naval Postgraduate School.

 

About Northwest Financial Advisors

Serving individuals and businesses across the nation for more than two decades, Northwest Financial Advisors (NWFA) is owned by NW Capital Management, a wholly owned subsidiary of Northwest Federal Credit Union. The firm offers a comprehensive range of personalized, objective wealth management advice and solutions to help individuals and families work toward creating, growing and preserving their assets. LPL Financial, the nation’s leading independent broker-dealer and NWFA’s securities custodian,3 ranked NWFA the No. 1 investment program among its credit union programs and the No. 6 investment program among its bank and credit union programs combined in 2018.4 Visit www.nwfllc.com for more information.

 

1Russell Cesari #1 rankings based on overall production among all LPL Financial FIS advisors, 2007 through September 30, 2018.
2 Russell Cesari selected as a Top Bank Advisor by Bank Investment Consultant, including a #1 ranking in 2014. 2008-2018 rankings based on assets under management (AUM), production, percentage growth in both AUM and production, fee business and the ratio of production-to-AUM.
3As reported by Financial Planning magazine, June 1996-2018, based on total revenue.
4Rankings based on total advisory production among all LPL Financial FIS advisors through September 30, 2018.
 
Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Investment advice offered through Northwest Financial Advisors, a registered investment advisor (RIA). Northwest Financial Advisors, NW Capital Management, Northwest Federal Credit Union and LPL Financial are nonaffiliated entities.
Not NCUA insured. | Not Credit Union Guaranteed. | May Lose Value.

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Jan 16

Jonathan Adams Promoted to Wealth Advisor

Northwest Financial Advisors (NWFA) is pleased to announce the promotion of Jonathan Adams, ChFC®, RICP®, from financial advisor to wealth advisor.

Based in NWFA’s Herndon, Virginia office, Adams primarily assists clients currently employed by or retired from the U.S. federal government. Following a wealth management model, he focuses on goal planning and finding holistic financial solutions for his clients, rather than simply selling investment products.