Bromley Palamountain - Northwestern Mutual

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Bromley Palamountain - Northwestern Mutual

Helping clients achieve wealth-compounding, impactful investing, and charitable giving goals.

09/22/2026

If you needed $50,000 by Friday, where would it come from?

Most people's brain goes straight to one place: a 401(k) loan. But that's rarely the cheapest option, and usually not even the best one.

A lot of people have plenty of equity, just not a lot of liquidity. A securities-backed line of credit against a non-retirement investment account, or a HELOC against home equity, can sometimes get you there for less, especially in the kind of rate environment we're in right now.

If you've ever wondered what your actual liquidity options are beyond your retirement accounts, reach out to our team to start the conversation.

09/11/2026

Excited to officially welcome Shirley Medina to our team!

Shirley joined Northwestern Mutual in 2024 and has quickly become someone people across our Manhattan Beach office know they can count on. She started as a Client Experience Coordinator and Executive Assistant to our Managing Director before expanding her role to support contracting and licensing across the office.

Now, as our Director of Operations and Client Experience, Shirley is bringing that same drive, attention to detail, and care for people to our team and our clients.

A fellow UC Berkeley grad, Shirley is endlessly curious, always ready to take on a new challenge, and genuinely invested in the people around her. Outside of work, you’ll usually find her staying active, planning her next trip, or tracking down a great new restaurant.

We’re lucky to have her in our corner and excited for what’s ahead. Welcome to the team, Shirley!

08/01/2026

What actually happens when you meet with us?

For a lot of people, that question is exactly what keeps them from picking up the phone. Planning can feel intimidating from the outside, so let's pull back the curtain.

First, we get to know you. Not just your numbers, but your goals, your worries, and what you want your life to look like five, ten, thirty years from now.

From there, we talk through where you're headed and build a plan that's genuinely yours, not one-size-fits-all.

We monitor it over time, revisiting and adjusting as markets shift and your life changes.

Because life will change. A new job, a new baby, a new home, a loss. The plans that work are the ones that flex with the moments that matter.

That's the part most people don't expect: this isn't a one-time meeting. It's a relationship.

Curious what that first conversation feels like? Let's talk.

07/30/2026

Soaking up some family time in Las Vegas! As you enjoy your own families this summer, don't forget we're here whenever you're ready to focus on planning. We see the values, the busy schedules, and the gratitude that runs through it all, and we're honored to help you protect what matters most.

07/27/2026

Moment

Check out who's at the top of the leaderboard for the Anza Elementary Jog-a-Thon! My girls crushed it and earned first and second place. Way to go Avery and Reese! 🏅

Watching them set a goal, put in the work, and come out on top reminded me exactly why I love what I do.

Whether it's laps around a track or building a financial plan, the formula is the same: consistency, commitment, and showing up every single day. So proud of these two! 💪

07/25/2026

Spent the morning at Shoot 360 in Torrance with my daughter Avery, watching her put in work ahead of basketball season. 🏀
Moments like these are exactly why I do what I do.

In financial planning, I talk a lot about the "why" behind the numbers. For most of my clients, it's not about the money itself — it's about having the freedom to show up for the people who matter most. Saturday morning gym sessions. Front row seats. Being present.

Avery keeps me grounded in that every single day. She's the reason I take planning seriously, both personally and professionally.
If you're working toward a future that gives you more of these moments, let's talk. 🙌

07/21/2026

There's something about watching the sunrise that puts everything into perspective. The world is quiet, the day is full of possibility, and you're reminded that showing up early, in every sense, is always worth it.

I hiked up to catch the sunrise in Henderson recently with a great friend of mine, Tim Gurule, and the conversation matched the view.

Tim is a Mortgage Advisor, real estate investor, combat veteran, former firefighter, and one of the most purpose-driven people I know. His mission is simple: help his clients achieve financial freedom, because he believes financial freedom leads to philosophical freedom.
That kind of thinking sticks with you, especially at 5am on top of a hill. 🌅

05/29/2026

May 29th (5/29) is 529 Education Savings Day!

Most parents save for their child’s education. Far fewer realize they might also be helping fund their child’s retirement.

No matter what career path your child chooses, a 529 plan helps your money grow tax-free, while giving you flexibility to fund education your way, from classroom to career. The future isn’t one-size-fits-all, and your savings plan shouldn’t be either.

And here’s the kicker: if a 529 plan has been in place for 15+ years, up to $35,000 may be eligible to roll into a Roth IRA, helping give your child a powerful, tax-free head start on their retirement savings.

One account. Two futures covered. If a 529 plan has been on your mind, let’s talk.

04/01/2026

Before you buy a home, ask this:

Am I buying because it aligns with my goals…
or because it feels like the next step?

A few things that matter more than people think:
• How long you’ll realistically stay
• Flexibility in your career or lifestyle
• Liquidity after the purchase
• Total cost beyond the mortgage

Ownership can be a strong decision when it fits your situation.

The best financial decisions are aligned with your timeline and priorities.
If you’re in that “should I or shouldn’t I” phase, that’s the moment to slow down and evaluate.

03/31/2026

Most people don’t have a spending problem.
They have a system problem.

If money just “sits” in your checking account, it will get used. Every time.
The fix isn’t more discipline. It’s better design.

A simple structure we use:
• Income → auto-split immediately
• Fixed expenses → one account
• Investing → happens before you see it
• Spending → whatever’s left, guilt-free

No guesswork. No constant decision-making.
Because your financial systems should have you thinking about money less, not more.

If your finances feel reactive instead of intentional, that’s usually the leak.

📩 Happy to walk through how to set this up.

Address

1230 Rosecrans Avenue Suite 100
Manhattan Beach, CA
90266

Telephone

+15102953562

Website

http://bromleypalamountain.nm.com/

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