John Tripoli, Mba, Clu®, Cfp®
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John Tripoli, Mba, Clu®, Cfp® Email & Phone Number

Managing Director of Northwestern Mutual Upstate South Carolina Offices • Cofounder & Private Wealth Advisor at Upstate Legacy Planning Group at Northwestern Mutual
Location: Greenville, South Carolina, United States 4 work roles 2 schools
1 work email found @northwesternmutual.com 4 phones found area 864 and 414 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email j****@northwesternmutual.com
Direct phone (864) ***-****
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Current company
Role
Managing Director of Northwestern Mutual Upstate South Carolina Offices • Cofounder & Private Wealth Advisor at Upstate Legacy Planning Group
Location
Greenville, South Carolina, United States
Company size

Who is John Tripoli, Mba, Clu®, Cfp®? Overview

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Quick answer

John Tripoli, Mba, Clu®, Cfp® is listed as Managing Director of Northwestern Mutual Upstate South Carolina Offices • Cofounder & Private Wealth Advisor at Upstate Legacy Planning Group at Northwestern Mutual, a with 31224 employees, based in Greenville, South Carolina, United States. AeroLeads shows a work email signal at northwesternmutual.com, phone signal with area code 864, 414, and a matched LinkedIn profile for John Tripoli, Mba, Clu®, Cfp®.

John Tripoli, Mba, Clu®, Cfp® previously worked as Managing Director, Private Wealth Advisor at Northwestern Mutual and Co-Founder, Private Wealth Advisor at Upstate Legacy Planning Group. John Tripoli, Mba, Clu®, Cfp® holds Bachelor Of Science (Bs), Journalism With Emphasis In Business Communications from University Of Kansas.

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Email format at Northwestern Mutual

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*@northwesternmutual.com
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AeroLeads found 1 current-domain work email signal for John Tripoli, Mba, Clu®, Cfp®. Compare company email patterns before reaching out.

Profile bio

About John Tripoli, Mba, Clu®, Cfp®

I am the Managing Director of Northwestern Mutual’s three Upstate South Carolina offices. I’ve had the privilege of helping more than 170 new advisors get started in the financial industry, many of whom I personally recruited. From 2018 to 2019, I served as the Northwestern Mutual Managing Director Association President; and I simultaneously led my office group to become the #1 District Office in Lives and New Clients. In addition to my role as Managing Director, I am a private wealth advisor and the cofounder of Upstate Legacy Planning Group. Because of my experience as both an advisor and Managing Director, I have the honor of regularly speaking across the country at Northwestern Mutual events and for other industry organizations.

Listed skills include Leadership, Management, Sales, Strategic Financial Planning, and 9 others.

Current workplace

John Tripoli, Mba, Clu®, Cfp®'s current company

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Northwestern Mutual
Northwestern Mutual
Managing Director of Northwestern Mutual Upstate South Carolina Offices • Cofounder & Private Wealth Advisor at Upstate Legacy Planning Group
milwaukee, wisconsin, united states
Employees
31224
AeroLeads page
4 roles · 35 years

John Tripoli, Mba, Clu®, Cfp® work experience

A career timeline built from the work history available for this profile.

Managing Director, Private Wealth Advisor

Current

Northwestern Mutual is here for what’s most important—helping families and businesses achieve financial security for over 160 years. Through a distinctive big-picture approach, including both insurance and investments, we’re helping people navigate life and guide them to their goals today, and in the days to come. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. For more information, visit http://www.northwesternmutual.com• Responsible for recruiting and developing new advisors for the Greenville & Spartanburg offices • Past president of Northwestern Mutual’s Managing Directors Association• Recognized as South Carolina’s most “Meaningful Work” and “Top Places” to work in 2018 -2022• Consistently ranked as a Top 10 district out of 300 district offices in the Northwestern Mutual System• Have helped more than 170 new advisors start in our career, with many personally recruited• Featured speaker at both regional and national sales conferences

Sep 2004 - Present

Co-Founder, Private Wealth Advisor

Current

Our practice specializes in future-focused financial planning for those with complex wealth management needs. Our clients are generous, family-oriented professionals and business owners who have built great success and have a desire to steward their wealth wisely and purposefully. We become a lifelong partner and guide, providing tailored, tax-efficient advice that helps them make the most of their opportunities today while building a strong financial foundation that will impact generations. By building meaningful relationships, communicating proactively, and always putting their best interests first, we help our clients gain peace of mind—and with it, the freedom to spend more time doing what they love with those who matter most to them. Some of our services include:- Fee-Based Financial Planning- Estate Planning- Business Succession Planning- Alternative Investments - Business Planning- Generational Planning - Charitable Giving - Wealth Management - Retirement Planning - Risk Management Solutions

Jan 2016 - Present

Director Of Business Development

Founded in 1989, Latronix is a $50M international technology company that designs, develops and markets network hardware and software solutions. • Director of Business Development (Irvine, CA) 2003 - 2004• Director of Field Sales & Operations (Irvine, CA)2002 - 2003• Director of Business Planning / Including Mergers & Acquisitions Activity (Irvine, CA)2000 - 2002

2000 - 2004 ~4 yrs

Sales/Marketing

DuPont has brought world-class science and engineering to the global marketplace for over 200 years through innovative products, materials and services. • Market Sales Manager, Los Angeles, CA 1999 - 2000• Account Manager/Business Development, Los Angeles, CA1997 - 1999• Territory Manager, San Diego, CA1995 - 1997• Sales Representative, Sioux Falls, SD1992 - 1995

1992 - 2000 ~8 yrs
Team & coworkers

Colleagues at Northwestern Mutual

Other employees you can reach at northwesternmutual.com. View company contacts for 31224 employees →

2 education records

John Tripoli, Mba, Clu®, Cfp® education

Bachelor Of Science (Bs), Journalism With Emphasis In Business Communications

Activities and Societies: Lambda Chi Alpha Fraternity

Mba, Master Of Business Administration

University Of Phoenix
FAQ

Frequently asked questions about John Tripoli, Mba, Clu®, Cfp®

Quick answers generated from the profile data available on this page.

What company does John Tripoli, Mba, Clu®, Cfp® work for?

John Tripoli, Mba, Clu®, Cfp® works for Northwestern Mutual.

What is John Tripoli, Mba, Clu®, Cfp®'s role at Northwestern Mutual?

John Tripoli, Mba, Clu®, Cfp® is listed as Managing Director of Northwestern Mutual Upstate South Carolina Offices • Cofounder & Private Wealth Advisor at Upstate Legacy Planning Group at Northwestern Mutual.

What is John Tripoli, Mba, Clu®, Cfp®'s email address?

AeroLeads has found 1 work email signal at @northwesternmutual.com for John Tripoli, Mba, Clu®, Cfp® at Northwestern Mutual.

What is John Tripoli, Mba, Clu®, Cfp®'s phone number?

AeroLeads has found 4 phone signal(s) with area code 864, 414 for John Tripoli, Mba, Clu®, Cfp® at Northwestern Mutual.

Where is John Tripoli, Mba, Clu®, Cfp® based?

John Tripoli, Mba, Clu®, Cfp® is based in Greenville, South Carolina, United States while working with Northwestern Mutual.

What companies has John Tripoli, Mba, Clu®, Cfp® worked for?

John Tripoli, Mba, Clu®, Cfp® has worked for Northwestern Mutual, Upstate Legacy Planning Group, Lantronix, and Dupont.

Who are John Tripoli, Mba, Clu®, Cfp®'s colleagues at Northwestern Mutual?

John Tripoli, Mba, Clu®, Cfp®'s colleagues at Northwestern Mutual include Jim Ross, Lou Rosenfeld, James Wood, Grant Vanputten, and Stephanie Rigney.

How can I contact John Tripoli, Mba, Clu®, Cfp®?

You can use AeroLeads to view verified contact signals for John Tripoli, Mba, Clu®, Cfp® at Northwestern Mutual, including work email, phone, and LinkedIn data when available.

What schools did John Tripoli, Mba, Clu®, Cfp® attend?

John Tripoli, Mba, Clu®, Cfp® holds Bachelor Of Science (Bs), Journalism With Emphasis In Business Communications from University Of Kansas.

What skills is John Tripoli, Mba, Clu®, Cfp® known for?

John Tripoli, Mba, Clu®, Cfp® is listed with skills including Leadership, Management, Sales, Strategic Financial Planning, Business Development, Retirement, Risk Management, and Public Speaking.

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