Management Team

 
 Andrew David Rubin

Andrew David Rubin, ChFC®, CLU®, CASL®, CLTC®, ChSNC®

Managing Director
Office 760-795-5233

My Networks: LinkedIn Facebook

As a San Diego native, Andy grew up discovering his passion for helping people. He taught scuba diving off the coast of La Jolla throughout his college career, and learned early on how to have a balanced life between work and education.

After graduating with a Bachelor of Science in Business with a finance emphasis,  Andy moved to the Caribbean to follow his dream of teaching scuba diving in the tropics. In 2001, Andy moved back to San Diego, married his college sweetheart, and began his professional career with Northwestern Mutual.

Andy now serves as a Wealth Management Advisor to over 300 clients and is the Managing Director of the Carlsbad office. Andy also holds his CLU®, ChFC®, ChSNC, CLTC, CASL®, ChSNC.

 
 Jonathan Michael Rubin

Jonathan Michael Rubin, CLTC®, CFS

Growth and Development Director
Office 760-795-5252

My Networks: LinkedIn Facebook

Jon began his professional career as a personal trainer and operated over 30 health clubs in the San Diego area. In 2009, Jon began his career with Northwestern Mutual. Using self-discipline as the pre-cursor to both financial success and fitness success, Jon brings a very engaging approach to everyone he works with. In 2011, Jon became the Field Director for the Carlsbad office.

Jon currently resides in Cardiff with his fiance, Regin. He loves to surf, play golf, and workout.

 
 Kirk Bradford Stiewel

Kirk Bradford Stiewel, CLU®

Growth and Development Director
Office 760-795-5229

Originally, Kirk worked with Jon Rubin in operating over 30 different health clubs in north county, San Diego. In 2012, Kirk began his career with Northwestern Mutual. In his first six months Kirk achieved the Pacesetter 40 milestone - a nationally recognized award for the top 10 percentile of new representatives.

In 2013, Kirk became a College Unit Director. In this role, Kirk developed and mentored students in Northwestern Mutual's Top 10 Internship Program*. In 2015, Kirk transitioned to the Growth and Develpment Director, while also maintaining his role as a Financial Advisor. 

*According to Vault Guide to Top Internships, 2016

 
 David Balfour

David Balfour, RICP®, CFP®

Growth and Development Director
Office 760-795-5244

My Networks: LinkedIn Facebook

As a Financial Advisor and Field Director with Northwestern Mutual, David is dedicated to working closely with each of his clients to help them develop personalized financial plans. Inspired by his wife and 4 children, he is constantly reminded of the importance of a sound financial plan and preparation for the future. 

Through integrity, sincerity, and a passion for helping others, David and his team offer every client the same level of professionalism and commitment toward helping them achieve their unique goals and dreams.

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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#1 in the Financial Services Industry

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

Top Ten Internship for 22 Straight Years

- Vault Guide to Internships, 2018 edition

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