Edward N. Mandrin, CFP®, CLU®, CASL® in

Edward N. Mandrin, CFP®, CLU®, CASL®

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Wealth Management Advisor at Northwestern Mutual
📍 New York, New York, United States

Edward is a Wealth Management Advisor at Northwestern Mutual with over two decades of experience. A Queens College economics graduate, he holds CFP®, CLU®, and CASL® designations. He specializes in creating holistic financial plans, particularly for physicians and entrepreneurs, focusing on a relationship-first approach.

There is no publicly available information regarding Edwards personal life or hobbies.

He is a multi-year Forbes Best-in-State honoree and a member of the Million Dollar Round Table (MDRT), placing him in the top 4% of financial advisors.

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Experience
1 Years
Current Role
Wealth Management Advisor
Location
New York, New York, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Edward cares about

Advising Physicians & Entrepreneurs
His practice has a focus on helping physicians and business owners with unique challenges like student loans, high-income tax strategies, and exit planning.
Holistic Financial Planning
He uses a hands-on, methodical process to integrate risk management with wealth accumulation and distribution, ensuring all assets are coordinated.
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Career

Work history

Wealth Management Advisor
Northwestern Mutual
1-2002 - 1-2004
Stock broker
Continental Broker Dealers
In the press

Media appearances

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Education
B.A.
Queens College
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.

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