Chris Cruz CLU CFP® in

Chris Cruz CLU CFP®

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Managing Director at Northwestern Mutual
📍 Dallas-Fort Worth Metroplex, United States

Chris Cruz is a Managing Director and Wealth Management Advisor at Northwestern Mutual, where he leads a team of approximately 75 advisors across the Addison, Allen, and Waco offices. He is a Certified Financial Planner (CFP®) who began his career as an intern and now has over 16 years of experience.

Originally from Miami, Chris now resides in Carrollton, Texas, with his wife, Bethany, their son, Clay, and two dogs. He is fluent in Spanish and passionate about his Hispanic heritage. In his free time, he enjoys listening to audiobooks and spending time with family and friends.

He started at Northwestern Mutual as a 20-year-old intern and grew into his current leadership role within the same company.

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Experience
16 Years
Current Role
Managing Director
Job Level
Mid-senior
Location
Dallas-Fort Worth Metroplex, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Chris cares about

Holistic Financial Planning
Specializes in providing clients with a balanced, comprehensive approach to financial security for their families and businesses.
Career Development
Passionate about mentorship and building the next generation of leaders, reflecting his own journey from intern to Managing Director.
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Career

Work history

4-2010
Managing Director
Northwestern Mutual
4-2010 - 12-2022
Growth & Development Director
Northwestern Mutual
4-2010
Wealth Management Advisor
RoundTable Associates
In the press

Media appearances

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Education
2007 - 2011
Bachelor of Science (B.S.)
Texas A&M University
2012 - 2015
Certified Financial Planner
The American College of Financial Services
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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