Nariman Pournejat, MBA

Empowering Financial Planning and Ensuring Financial Well-Being

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
Northwestern Mutual Nariman Pournejat, MBA
Walnut Creek, CA

Serving Clients Nationwide

Empowering Financial Planning and Ensuring Financial Well-Being

0 Certified Advisor Reviews™
Rate this Advisor

Areas of Focus

  • Education Funding
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hey, I'm Nariman Pournejat, or Nari for short. I'm a finance professional at Northwestern Mutual, dedicated and passionate about helping you achieve your financial goals. Raised in the socioeconomically diverse and culturally vibrant San Francisco Bay Area, I've learned firsthand the importance of putting others first—a value that drives my personal and professional life.

My journey into financial planning was inspired by witnessing how financial decisions impact lives. With an MBA specializing in project management from Southern New Hampshire University, I bring both expertise and empathy to guide you toward financial clarity and confidence. Whether you're planning for retirement, saving for education, or investing for growth, I tailor strategies that align with your unique goals and values.

Beyond finance, life in the Bay Area offers endless opportunities for adventure and connection. Alongside my soulmate and best friend, Bianca, and our close-knit circle of family and friends, I cherish moments exploring scenic trails, enjoying cozy movie nights, and discovering hidden culinary gems. As a resident of Walnut Creek, I find inspiration in the community's vibrant spirit and am actively involved in celebrating its diversity through music and cultural activities.

Let's embark on a journey together to secure your financial future. Reach out to me today, and let's start crafting a plan that empowers you to live your best life.

Professional Designations

  • Master of Business Administration (MBA)

Primary Location

2121 N. California Blvd Suite 620, Walnut Creek, CA 94596

Meeting Options

  • Video Conference
  • In-Person
  • Phone

What to expect in the first meeting

Click the 'Book Intro Call' button above and complete the brief form so I'll have a better idea of how I can help you. I look forward to hearing from you.

About our Firm

Northwestern Mutual is here for what’s most important—helping families and businesses experience the freedom of financial security for over 160 years. Through our personalized, holistic approach, including both insurance and investments, we’re helping people make the most of life today, and for days to come. Through advisors who stay with you every step of the way, leading insights and technology, and digital-first experiences, we’re here to show our clients a better way to money.

In managing $265.0 billion in assets, $28.1 billion in revenues, and more than $1.8 trillion worth of life insurance protection in force, Northwestern Mutual has had the privilege of being there for more than 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 is trusted with more than $125 billion of client assets as a part of its wealth management company and investment services.

We are strong supporters of our financial workforce nationwide as well as our home office professionals in Milwaukee, WI. We’re continuing to grow, and we believe diversity makes us stronger as we help shape the future of financial security.

Help us get to know you by applying for open positions here: https://jobs.northwesternmutual.com/

Financial representatives and interns are independent contractors and not employees of Northwestern Mutual.

https://www.northwesternmutual.com/social-media-guidelines

Education

Southern New Hampshire University, Master of Business Administration | University of Washington, Bachelor's degree

Hobbies and Interests

  • Eating Out
  • Family
  • Hiking
  • Movies
  • Music

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Gen X

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.

No reviews yet.