Areas of Focus
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Education Funding
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Financial Life Planning
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Investment Management
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Retirement Planning
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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
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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.
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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
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Baby Boomers
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Corporate Executives
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Dual Income Family
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Gen X