Garrett T Bleakley, CLU®, CFP®

Managing Director

Professional

Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.

EDUCATION

Garrett Bleakley graduated with an Economics degree from the University of Colorado at Boulder in 2004. While at Boulder, Garrett was an active intern at Northwestern Mutual which lasted from 2001 until 2004.

He is in the process of achieving his CLU (Chartered Life Underwriter) designation, which will help him gain a deeper understanding of the needs of his clients.

Career

Garrett has been a Financial Representative since 2001. His focus is on establishing long-lasting relationships with local San Diego families as well as small business owners. Garrett provides financial security through a comprehensive planning process that helps ensure the protection and growth of his clients’ assets and lifestyle.

During June of 2006, he became a College Unit Director in order to help other college students determine if Northwestern Mutual’s career path was a great opportunity for them as well. Garrett Bleakley also broadened his developmental skills and expertise when in June of 2009 he became a Field Director of the Del Mar Group at Northwestern Mutual. In October of 2010, Garrett began his tenure as the Managing Director of the office in Del Mar, supervising a larger number of representatives and taking on a new set of leadership responsibilities. Garrett stretched his professional capabilities even further during the expansion into the larger and more modernized space in La Jolla during the Spring of 2011.

He hopes to grow the team in La Jolla into the most successful financial services firm in San Diego by adding new, talented financial representatives, and challenging them to provide the best possible service to their community.

AWARDS AND RECOGNITION

  • Number 8 intern in 2004
  • Silver Award Recipient in 2007
  • Gold Award Recipient in 2008
  • Second-most successful College Unit Director company-wide in 2008
  • LEAD Graduate in 2008
  • Fastrack Attendee in April of 2009
  • Certified Coach in 2010

ASSOCIATIONS AND MEMBERSHIPS

  • Young Association of Bishops Alumni
  • NAIFA (National Association of Insurance and Financial Advisors)
  • Colorado University Alumni Association

Years of Experience

Representing Northwestern Mutual since 2001.

 

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