Phil Friedrich, CFP®, ABFP™, MBA in

Phil Friedrich, CFP®, ABFP™, MBA

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Financial Advisor at Northwestern Mutual
📍 Gretna, Nebraska, United States

Phil Friedrich is a CERTIFIED FINANCIAL PLANNER™ professional and Financial Advisor with Northwestern Mutual, where he has worked for over a dozen years. He holds an MBA with a dual emphasis in Finance and Risk Management from Concordia University. People often describe him as hard-working, honest, and passionate.

Outside of his financial practice, Phil maintains a connection to his university days where he was a member of the basketball team at Concordia University, Nebraska. He is also the co-owner of a real estate company, blending his financial expertise with entrepreneurial ventures.

Unique fact: Alongside his career in finance, Phil is the Co-Owner of PassGo Real Estate LLC.

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Experience
10 Years
Current Role
Financial Advisor
Location
Gretna, Nebraska, United States
Personality Overview

How Phil 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.

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Priorities

Topics Phil cares about

Holistic Financial Planning
He focuses on helping driven, goal-oriented individuals prepare for the future and manage risks they may encounter along the way.
Client-Centric Approach
Recommendations consistently highlight his genuine concern for his clients' financial well-being, focusing on their individual needs and goals rather than a sales agenda.
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Career

Work history

5-2010
Financial Advisor
Northwestern Mutual
8-2017
Co-Owner
PassGo Real Estate LLC
5-2012 - 7-2012
Intern
Iofina Natural Gas, Inc.
In the press

Media appearances

Phil Friedrich, Financial Advisor - Omaha, NE 68154. Featured in Northwestern Mutual
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Education
2012 - 2013
Master of Business Administration (M.B.A.)
Concordia University, Nebraska
2009
Finance
Concordia University, Nebraska
a B.S
Concordia University - Nebraska
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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