Passehl Financial, a Philadelphia-based financial advisory and wealth management firm, is pleased to announce the newest member of its growing firm, Michael Auger. Michael is a future graduate of the University of Pennsylvania and will be the fifth member of one of Philadelphia’s most recognized and growing planning firms.
“Michael is a great asset to our team,” says Geoff Passehl, founder of Passehl Financial. “His background, perspective, work ethic and values are a perfect complement to our team and we look forward to introducing his skillset to our clients.”
Michael, an Associate Financial Representative, is a native of Boston and currently resides in Philadelphia where he is completing his studies at the University of Pennsylvania. He will graduate in December of 2018, with his bachelor’s degree. He currently holds his Health and Life Insurance license and will have completed his securities licensing requirements within this summer.
“I was recently asked why I was drawn toward Passehl Financial and my response came easy and naturally. I was captivated by the team’s overarching desire to have the greatest positive impact on their client’s lives. Helping others has always been a core value of mine and seeing it embedded in this team, in the work Passehl Financial does and as a core component of my career, resonated with me on a much deeper level.” – Michael Auger
About Passehl Financial Passehl Financial is the marketing name for Geoffrey Passehl is his capacity as a Northwestern Mutual Financial Representative. Passehl Financial is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank.
About Northwestern Mutual
Northwestern Mutualhas been helping families and businesses achieve financial security for more than 160 years. Through a distinctive, whole-picture planning approach, we empower our clients to make the most of every single day and plan for important moments in their future. We combine the expertise of our financial professionals with a personalized digital experience to help our clients navigate their financial lives every day. With $265.0 billionin assets, $28.1 billionin revenues, and $1.8 trillionworth of life insurance protection in force, Northwestern Mutual delivers financial security to 4.5 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company manages more than $125 billion of client assets through its wealth management and investment services. Northwestern Mutual ranks 104 on the 2018 FORTUNE 500 and is recognized by FORTUNE as one of the “World’s Most Admired” life insurance companies in 2018.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Northwestern Mutual and its subsidiaries offer a comprehensive approach to financial security solutions including: life insurance, long-term care insurance, disability income insurance, annuities, life insurance with long-term care benefits, investment products, and advisory products and services. Subsidiaries include Northwestern Mutual Investment Services, LLC (NMIS) (securities), broker-dealer, registered investment adviser, member FINRA and SIPC; the Northwestern Mutual Wealth Management Company (NMWMC) (fiduciary and fee-based financial planning services), federal savings bank; and Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance).