ERIE — John Bongiovanni, CFP®, Adam Jack, ChFC®, Lucas Slezak, CFP®, and Generational Wealth Management, affiliated with one of the nation’s leading financial services companies — Northwestern Mutual, recently welcomed John (Jay) Bernatowicz to their team as director of Financial Planning.
Bernatowicz holds the Certified Financial Planner™ and CDFA® (Certified Divorce Financial Analyst) designations, along with his FINRA Series 7 and 66 licenses. He is a lifelong resident of Erie and a graduate of Mercyhurst University.
The Generational Wealth Management team of nine with offices in Erie and Bradford, PA, provides clients with financial planning and investment advisory services.
Bongiovanni, Jack and Slezak use Generational Wealth Management as a marketing name for doing business as representatives of Northwestern Mutual. Generational Wealth Management is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) and its subsidiaries.
Bongiovanni, Jack, Bernatowicz and Slezak provide investment advisory services as Advisors of Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and federal savings bank, and investment brokerage services as Registered Representatives of Northwestern Mutual Investment Services, LLC (NMIS), a subsidiary of NM, registered investment adviser, broker-dealer and member FINRA (finra.org) and SIPC (sipc.org).Bongiovanni, Jack, Bernatowicz, and Slezak are Insurance Agents of NM.
For more information, visit https://gwm.nm.com.