Sanjay Arora, MBA, CLU®, ChFC®, RICP®, CFP®

Wealth Management Advisor

All planning decisions revolve around the planning horizon. There are items ABOVE the horizon such as your mission, vision, values and goals (the what) and there are items BELOW the horizon such as strategies, tactics, and tools (the how).  To best serve his clients, Sanjay Arora works by helping them get clarity on the goals THEN he thinks creatively about finding and implementing the suitable solutions.  Sanjay Arora works with his clients to continually manage the results in light of changing circumstances in their evolving life.  Most people get trapped below the horizon and focus on the solutions before they have clarity around what they are trying to achieve.  Sanjay Arora's clients end up at a different place because he starts at a different place.

Sanjay Arora's clients choose to engage him as their trusted advisor because he helps them to develop and implement financial plans they can be proud of.  He serves his clients by helping them manage risk and accumulate wealth through tax-efficient strategies to achieve their financial goals.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

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