Chantel Le Bonneau, CFP®, CLU®

Wealth Management Advisor

Professional

From a young age, Chantel had an affinity for two things: numbers and people. She always knew she wanted to be an entrepreneur and run her own business -- and Northwestern Mutual gave her the ideal opportunity to do so.

Chantel joined Northwestern Mutual in 2010. Today, she runs a successful financial planning practice in Los Angeles. Chantel specializes in providing strategic, comprehensive advice to help successful women, attorneys, physicians, business owners, and millennials meet their financial goals. She also often collaborates with fellow advisors to educate clients on wealth management strategies and solutions.

Licenses

  • Series 6 & 63 - Mutual Funds, Variable Annuities, Insurance Premiums
  • Series 7 - All Security Products
  • Series 65 - Investment Advisor
  • Series 26 - Manage sales activities for investment companies and annuities

Certifications and Designations

  • CFP® – The CERTIFIED FINANCIAL PLANNER certification indicates that the representative has in-depth theoretical and practical knowledge of personal financial planning, tax planning, employee benefits and retirement planning, estate planning, investment management, and insurance and risk management.
     
  • CLU® – Chartered Life Underwriter® designees have expertise in a broad array of personal risk management and life insurance planning issues for individuals, business owners and professional clients. Their training includes an emphasis on ethics, professionalism and a holistic and comprehensive approach to addressing insurance planning needs.
 

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