Jose A. Cortes, B.A., CLTC®

Financial Advisor

Professional

Before we can speak intelligently about the products and services that might be appropriate for you and your family, we need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know your network adviser.

Jose A. Cortes has 11 years of Business to Business, Account managemnet, and realntisohip building experience  that today helps him serve his client's with the upmost dedication and commitment. After joining Northwestern Mutual  in 2014, Jose has recieved mutliple awards including PaceSetter First 40, PaceSetter Second 60, 2016-2017 NAIFA Quality Award Jose Cortes Acieved Top 100 in the Bronze and Silver. in 2018 he finished Top 20 in the Southern Region in the Gold Catagory. January 2019 qualified for the first time into the prestigous Million Dollar Roundtable that recognizes the top advisers in the world. In 2019 he was recognized by the National Association of Insurance & Financial Advisers as a Top 40 Finacial Adviser Under 40 in the state of Georgia.

Jose Cortes and his team help clients in multiple areas of their planning including Financial Planning, Insurance Planning, Bussiness Susseccion Planning, Executive Comp, Employee Retention Strategies and Group Benefits. In 2016, Jose Cortes completed his first designation getting his Certified Long Term Care (CLTC) credentials. Today, he is Series 6 and 63 licensed. Jose Cortes is fluent in Spanish and is conversationallly fluent in Portugese.

Not only does Jose spend time helping clients around their planning, but he is a very involved leader in the firm's development and growth efforts. As a Field Director, he helps supports the firms growth goals by being acitvely involved in the recruiting, selection, and development process as a trainer, coach, and mentor to younger advisers.

To learn more about Jose A Cortes and the areas in which his team serves his clients visit:

http://josecortes.nm.com/areas_of_expertise.cfm

To Learn more about Jose A Cortes and his family visit:

http://josecortes.nm.com/Personal.htm

 

Years of Experience

Representing Northwestern Mutual since 2014.

Education

Degree Major Institution
Bachlor of Business Business Management University of Georgia
http://www.terry.uga.edu/
 

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