Staff

Our team takes client service very seriously.  Together, we will work to create an exceptional planning experience by responding quickly to e-mails or calls.  If you have questions or would like to schedule an appointment, please let us know.

 

Chris Daniel Hall

Associate Wealth Management Advisor
Office 213-243-7060

Chris Hall, CLU® , CFP®  oversees financial planning operations and is the principal liaison for client financial planning questions.  He overseas the creation of financial planning analyses as well as insurance and investment proposals.  Prior to joining the team, Chris had his own financial security practice and consequently brings with him extensive experience in client relations and financial plan construction.  He graduated from the University of California, Los Angeles and holds Series 7, 63 and 65 licenses as well as a California State Life and Health license.

 

David Goldman

Director of Investment Operations
Office 213-243-7000

David Goldman joined the team in 2012 and brings with him almost a decade of experience at Northwestern Mutual.   He has worked extensively in the areas of investment analysis, operations and client service.  David runs the investment operations department and is the primary contact for questions relating to placing trades as well as account opening and maintenance.   He graduated from California State University, Northridge and holds Series 7 and 63 licenses as well as a California State Life and Health license. 

 

Alexia R Candelaria

Associate Wealth Management Advisor
Office 213-412-2849

Alexia Candelaria, CLU® , CFP®  moved to Los Angeles in 2013, joining us from an established financial planning practice in New York.  She assists Ed in the creation of planning analyses and investment proposals for our clients, and is the primary team member responsible for investment analysis.  She graduated from the University of Arizona with a degree in Finance and holds Series 7 and 66 licenses as well as a California State Life and Health license.

 

Kennia M Litteral

Office 304-522-7326

Kennia Litteral joined our team in 2013, bringing with her years of industry experience.  Kennia is the underwriting coordinator and the primary liason for all questions related to life, disability and long term care insurance applications.  She holds a California State Life and Health license.

 

 

 

 

CLU®
Chartered Life Underwriter

The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.

CFP®
CERTIFIED FINANCIAL PLANNER™
The CERTIFIED FINANCIAL PLANNER™(CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.
 

Edward Moyzes, MAcc, CLU®, CFP®

Wealth Management Advisor

 

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