Chad Latimer Email & Phone Number

“If you fail to plan, you are planning to fail.” ~Benjamin FranklinMy financial planning journey began when I was in my early 20s, but I can trace my thoughts about financial security back to my childhood. Money was often a source of tension in my family. As I entered adulthood, I knew I wanted my relationship with money to be different I quickly became adamant about having a strong financial plan in place.My wife and I started working with a financial advisor soon after we got married. A few years in, just after I canceled my disability policy, I wound up with a severe head injury. Because I didn’t have long-term coverage, I rushed myself back to work within 3 months. This experience opened my eyes not just to the importance of planning for retirement, but also to being prepared for the what-ifs in life. After spending almost two decades in medical and pharmaceutical sales and marketing, I started wondering what might lie outside that landscape. A neighbor introduced me to a financial advisory opportunity at Northwestern Mutual. At this point, I had already been building my financial portfolio for over 20 years. I understood the market, strategies, and products. Most importantly, I understood people. It was a natural fit. Now I get to help people live their best lives by delivering jargon-free, judgment-free, pressure-free financial planning experiences. If you’re looking for a financial advisor who walks the walk and will openly share their investment strategies with you, you can learn more about my approach on my website: www.chadlatimer.nm.com. Better yet, contact me directly so we can build a strategy that will give you options. 817-721-3069chad.latimer@nm.com

Listed skills include Pharmaceutical Sales, Product Launch, Sales Effectiveness, Healthcare, and 11 others.

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  Texas A&M University

  Biomedical Science