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Stephen P Whittemore, CFP®, CLU®, ChFC®, CASL®, CLTC

Wealth Management Advisor

My Mission

As a Northwestern Mutual Wealth Management Advisor, my mission is to help you achieve financial security for your family or business. I will work with you to help identify your financial goals, suggest a plan of action to help you reach those goals, and show you ways to implement them.


  

Stephen Whittemore, CFP®, CLU®, ChFC®, CLTC, CASL® volunteers his time on the Hartford Foundation for Public Giving’s Professional Advisory Committee.  Established in 1993, the Professional Advisory Committee provides valuable feedback to Hartford Foundation staff on philanthropic strategies, communications efforts, and community reactions and attitudes. The committee also advises the Foundation on trends, and opportunities to engage individuals and families in the region’s charitable community.


 

Congratulations to Stephen P. Whittemore, CFP®, CLU®, ChFC®, CLTC, CASL®!

Steve has earned yet another professional designation to his title -
CASL®, Chartered Advisor for Senior Living.

The Chartered Advisor for Senior Living (CASL®) designation focuses exclusively on the unique needs of mature clients. Developed with input from a panel of industry professionals, the designation provides representatives with comprehensive knowledge on the full range of financial, health, psychological and sociological issues confronting older clients. Individuals who earn the CASL® designation gain a thorough understanding of health and health care, long term care insurance, planning for pension distributions, suitability of investments, federal estate taxation and counseling on key family decisions.


Steve and his wife, Diane sponsor Gifts of Music. Steve studied trombone for many years at The Hartt School of Music. Diane graduated from Albertus Magnus College with a BFA concentration in Art Therapy. Gifts of Music is a public/private program that supports music introduction for deserving students. 


Stephen P. Whittemore, CFP® , CLU®, ChFC®, CLTC, CASL® was proud to sponsor the Second Annual Eric Amenabar Memorial Golf Tournament in 2012 to benefit the Eric Amenabar Memorial Scholarship Fund. Eric was a very important and loved member of our team at the Zuzolo Financial Group before his untimely death in July 2010.

To read more about the fund, visit Stephen's Community Involvement page.


Life never stands still. It evolves, changes direction, and leads to new possibilities. That means your approach to financial security cannot be static, because as your life changes, so do your needs and goals.

Working together, we can help you identify your financial goals and objectives to help you prepare for the future and help protect you if life takes an unexpected turn. Keeping pace with life's changes is important. Let me help you achieve a secure financial future.

Expert Guidance and Innovative Solutions

As a member of the Northwestern Mutual, I have access to some of the most specialized financial expertise in the country. I am also able to provide you with high quality risk management and investment solutions from a wide variety of organizations.

Helping my clients to achieve financial security with an appropriate mix of expert guidance and innovative product solutions is a very personal matter. My commitment to you is to call on the full capabilities of the network, drawing upon my own skills and the expertise of qualified specialists to help you meet your personal financial and business goals.

Along the way, my hope is that we establish a trusting relationship, one that will endure and grow as your life changes and your financial needs evolve.

2015 Dividend Announcement

Northwestern Mutual’s expected $5.5 billion dividend in 2015 will once again lead the industry.

New Retirement Webcast Replay – View Now

One of the most significant risks to your retirement savings is often overlooked. Is your plan protected? Watch our latest webcast, The Retirement Wild Card That Can Derail Your Plan, to find out.

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Social Security Simplified

Select the Right Options to Help Maximize Your Income

Learn more in our latest white paper.