Joseph Sectzer

Current

• Financial Advisor at Northwestern Mutual Financial Services

Education

• Thunderbird School of Global Management
• University of Wisconsin-Milwaukee

Recommended

4 people have recommended Joseph

Connections

143 connections

Industry

Financial Services

Websites

• My Website

Joseph Sectzer’s Summary

My planning is designed to identify issues which could adversely impact clients in matters involving retirement, estate and business succession planning.

My goal is to assist clients develop strategies to offset unanticipated adversities. .

Retirement Planning- Estate Planning- Business Sccession Panning.

Joseph Sectzer’s Specialties:

Financial, retirement and estate planning. Business succession strategies. Fluent in Spanish ( See Spanish Profile )

Joseph Sectzer’s Experience

• Financial Advisor

  Northwestern Mutual Financial Services

  (Privately Held; Financial Services industry)

  December 1978 — Present (31 years 1 month)

  Advise professionals and business owners on business, insurance and financial planning. Speak fluent Spanish and enjoy meeting professionals and entrepeneurs from Latin America and Spain.

Joseph Sectzer’s Education

• Thunderbird School of Global Management

  MIM , International trade , 1971 — 1972

• University of Wisconsin-Milwaukee

  B.A. , International Relations , 1967 — 1971

  Very excited about my association with Landmark Education.

  Activities and Societies:

  A friend of Golda Meier library" at University of Wisconsin-Milwaukee. Bd Member Milwaukee Area Jewish Committee, Bd. Member Germantown Chamber Of Commerce

Additional Information

Joseph Sectzer’s Websites:

• My Website

Joseph Sectzer’s Interests:

Love tennis and singing. Very much interested in International Politics.

Joseph Sectzer’s Groups:

Bd Of Directors Milwaukee Area Jewish Committee ( associated with American Jewish Committee). Advisory Board Golda Meier Library University of Wisconsin -Milwaukee Special Unit on Jewish Latin America.

•    Zeta Beta Tau
•    Physicians Practice, America's Leading Practice Management Resource
•    Thunderbird School of Global Management
•    Greater South Florida Estate Planning Professionals

Joseph Sectzer’s Honors:

Lifetime Member Million Dollar Roundtable, Member Society of Financial Service professionals as well as National Association of Insurance and Financial Advisors ( NAIFA)

Joseph Sectzer’s Contact Settings

Interested In:

• consulting offers
• new ventures
• expertise requests
• business deals
• reference requests
• getting back in touch