Casey Pierce, CLTC, CLU, ChFC, RICP in

Casey Pierce, CLTC, CLU, ChFC, RICP

Login to view DISC.
Growth Development Director at Northwestern Mutual
📍 Los Angeles, California, United States

Casey Pierce is a Forbes-recognized Wealth Management Advisor and Growth Development Director with Northwestern Mutual in Santa Monica. A UC Santa Barbara graduate with a degree in Business Economics, he focuses on creating personalized financial plans that provide clients with clarity and peace of mind.

Outside of work, Casey enjoys an active lifestyle that includes surfing, playing soccer, hiking, and traveling. He is a passionate sports fan, actively following the Lakers, Dodgers, and FC Barcelona, and enjoys spending quality time with family and friends.

Unique fact: Casey has been named one of the top best-in-state financial security professionals by Forbes.

Read the full overview →
Experience
11 Years
Current Role
Growth Development Director
Location
Los Angeles, California, United States
Personality Overview

How Casey shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Casey cares about

Holistic Financial Planning
His mission is to develop enduring relationships with clients, helping them achieve comprehensive financial security for their families and businesses beyond just investments.
Advisor Development
In his role as a Growth Development Director, he is responsible for recruiting, training, and mentoring new financial advisors at Northwestern Mutual.
+5 more topics Login to view topics
Career

Work history

6-2018 - 12-2021
Growth Development Director
Northwestern Mutual
12-2010
Financial Advisor
Northwestern Mutual
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
9-2006 - 6-2010
Bachelor's in Letters and Science & Minor in Spanish
UC Santa Barbara
9-2002 - 6-2006
Education details unavailable
Culver City High School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other Northwestern Mutual Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Casey. Free, 10 seconds.