Office Profile

Who We Are

The Financial Representatives of Northwestern Mutual – Irvine, located in Irvine and servicing the greater Orange County area, provide quality products and services to their clients. We provide our clients with financial guidance and world-class products and services that help families and businesses obtain financial security and success.

Many of our representatives have the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations, or the CERTIFIED FINANCIAL PLANNERTM (CFP®) certification - three marks of professionalism in our industry. Our office has financial representatives who consistently rank in the "Top 10" for the Western Region, priding themselves on partnering with our clients to help them achieve financial security for a lifetime.


How We Compare

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The success of our office has stemmed from a combination of strong leadership, formal training and career / leadership development plans, a tradition of giving and service to the community. It also comes from shared values of integrity, accountability and growth.

A High Performance Driven Corporate Culture

  • Our financial representatives are recognized among the best in the nation and consistently receive recognition for delivering financial plans that help their clients achieve their goals. Their clients reward them with their loyalty. Northwestern Mutual has a persistency rate of 96% for life insurance in-force, a key indicator of customer satisfaction.
     
  • Our year-round Top 10 internship program provides students in the Southern California and Nevada areas with an opportunity to test drive and jump start a career. On average, 1 out of 3 former interns becomes a full-time representative upon graduation.
     
  • For the past five years, our Network Office has been awarded the Northwestern Mutual Team Award, which recognizes superior leadership for new representative recruiting, development and retention. Our retention rate for financial representatives is three times that of the industry.

Our Network Office, and its affiliate district offices, has 140 financial advisors, representatives and specialists, and 40 college interns. They are supported by more than 50 staff members, who provide client service, training and development, marketing and administrative support.


Where We Are

Our professional associates work within the Network Office or within one of our three district offices:

Network Offices

Matthew J Plocher, CLU®, ChFC®
Managing Partner

Northwestern Mutual of Downtown Los Angeles
515 S. Flower St., Floor 33
Los Angeles, CA 90071
213-243-7000

 

Shawn Mackey, CLU®, ChFC®
Managing Director

Northwestern Mutual of Irvine
18191 Von Karman Ave.
Irvine, CA 92612
949-622-7200

Affiliate District Offices

Thomas Stewart, CLU®, ChFC®
Managing Director

Northwestern Mutual of Las Vegas
3883 Howard Hughes Pkwy.
Las Vegas, NV 89169
702-369-0405

 

Juan Baron, CFP®, CLU®, ChFC®
Managing Director

Northwestern Mutual of West Los Angeles
11111 Santa Monica Blvd. Suite 300
Los Angeles, CA 90025
310-903-5050

At the heart of what we do is a relentless commitment to doing what is right for our clients, our financial professionals and staff, and our community. If this sounds like the right corporate culture for you, we invite you to contact one of our team members today.

  • To learn more about our financial representatives, visit our Associates page.
  • To learn more about building a financial service practice visit our Careers or Internships pages.
  • To learn more about our giving and service visit our Community Involvement page.

Meet Our Managing Director

Shawn Mackey, Managing Director of Northwestern Mutual in Irvine, has been providing expert financial guidance for over 27 years. Shawn started with Northwestern Mutual in 1987 as a Financial Representative in Chicago. In 1991, Shawn relocated to Southern California and joined the leadership team in the downtown Los Angeles office. In 1996 he became the Managing Director for the Irvine office.

Under his leadership, Northwestern Mutual - Irvine has led all District Network Offices nationally numerous times. Shawn graduated with a Bachelor of Arts in Economics from the University of North Carolina, Charlotte and later continued his education to earn his Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) professional designations.

Supporting the community in which we live is important to Shawn Mackey. Shawn has been helping the economic development of the Southern California community through his participation as Executive Committee Board Member for the Los Angeles Economic Development Corporation. He is also a member of GAMA, the American Association of Advanced Life Underwriters and NAIFA. Shawn resides in Orange County and enjoys spending time with his four children.

Shawn C Mackey, CLU®, ChFC®

Managing Director

Career Changers

Changing careers doesn't have to be daunting. Coming from many different backgrounds and occupations, our financial representatives go on to develop successful business practices. With support from a quality organization, it can be an easy transition.

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Looking for a career that allows flexibility and exceptional income potential? Do you want top-notch training, mentorship and resources? Have you been searching for a company that demonstrates a commitment to diversity and giving back to the community?

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#1 in the Financial Services Industry

- Selling Power's "50 Best Companies to Sell for Now." October 2016

Top Ten Internship for 21 Straight Years

- Vault Guide to Internships, 2017 edition

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck