Business Spotlight: La Jolla financial planner Scott Ashline earns top industry award

• BUSINESS SPOTLIGHT:

Decades of service as a wealth management advisor for Northwestern Mutual recently earned Scott Ashline, CLU, ChFC, the Financial Security Award for having the No. 1 most balanced practice in the western region of the United States.

To be recognized by the industry for this award required Ashline’s financial practice to be well balanced in all facets of insurance, investments and overall planning for all States west of Colorado. Furthermore, Ashline took the No. 2 spot (out of 7,000 financial advisors) for the entire country. Ashline has been one of their top financial planners for almost 25 years, he said with pride.

Ashline and Northwestern Mutual have a proven track record in the financial services industry. Northwestern Mutual serves as an umbrella for several different specialties, including overall insurance and investment planning.

“The main thing of importance to us is having long-term, ongoing relationships with our clients and their families,” Ashline said. “We spend a lot of time learning about each client’s goals and objectives.”

Ashline pointed out that his team members have worked with him for 15-20 years and they’re very close and like-minded.

After graduating with a degree in finance and a minor in art history from Boston College, Ashline said he took a year off to volunteer with the Jesuit International Volunteers in Belize, where he taught finance and accounting. That volunteer spirit continues through his life.

“To give back to others, our team is involved in volunteering in the community,” Ashline said. “Once a month, we spend a day working at a charity called the Bridge of Hope, where we distribute food to migrants in San Diego.” (Learn more at bridgeofhopesd.org)

Ashline also served as Chairman of the Board of the San Diego Boys and Girls Club, and Nation Chief of the YMCA Indian Princess program for fathers and daughters. “I have been helped by so many people throughout my life, so I truly enjoy helping others,” he said.

He recently had an article in Forbes magazine: “Why You Shouldn’t Use Your Retirement Account As A Piggy Bank,” wherein he advises retirees to use caution when considering borrowing from their retirement accounts for short-term needs. You can read it at bit.ly/retirementpiggybank

••• Scott Ashline, CLU, ChFC, Financial Advisor with Northwestern Mutual, 4225 Executive Square, Suite 1250, La Jolla. Call to schedule an appointment at (858) 795-0910 and visit scottashline.com

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