Duane Lara Financial Advisor

As a financial advisor at Northwestern Mutual since 2013, I have the privilege of helping my clients turn their dreams into reality. Whether they want to retire comfortably, fund their children's education, protect their family, or grow their business, I provide expert guidance and tailored solutions that can make their financial goals a reality. I hold the Certified Financial Planner™ (CFP®) credential, which demonstrates my commitment to excellence and ethics in the financial planning profession. I specialize in wealth and risk management for medical and pharmacy professionals, business owners, and high net worth individuals. I work with them to identify their financial needs and challenges, and then design and implement strategies that can optimize their income, assets, liabilities, and taxes. I also partner with a team of specialists at Northwestern Mutual who can offer additional expertise and support in areas such as estate planning, business succession, insurance, and investments. My mission is to develop enduring relationships with my clients by delivering knowledge, integrity, and excellence in every aspect of our collaboration.