Roberto Espinosa, AEP®, CAP®, CFP®, ChFC®, CLU®

Financial Representative


Having always been a business owner, I first became a client of Northwestern Mutual in 1999 and was impressed by the quality of both the company and its people.

 In 2002 I went through an experience that not many people do, and that gave me the opportunity to make a pause in my life, evaluate my affairs, and become aware of my own mortality.  After an accident in an elevator, a doctor told me that he needed me to be conscious if I wanted to live. For the next 6 hours I was very conscious about my life, the good things that had happened to me, and the things that I hadn't done. Little did I know this was my first step in making a career change to a Northwestern Mutual Financial Network Representative.  I became a professional who has the privilege of helping people with the discipline required to make a change in the things that may be hard, but the things that really matter in their lives and the lives of the people they love.

Calling oneself a professional doesn't really make one a professional. As a Northwestern Mutual Financial Advisor, professionalism is defined not only by the measure of one's experience, education and accreditation, but by one's character and professional standard of practice in supporting clients as a trusted financial expert.

Certified speaker of the Spanish language.


Awards and Recognition


Million Dollar Round Table Qualifying Member 2009, 2013-2016

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT


National Association of Insurance and Financial Advisors Quality Award 2012-2016

Award recognizing commitment to excellence in service to clients and industry


National Quality Award 2007-2010

Award recognizing persistency and performance


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