Helping Families Plan For Financial Security, One Client At A Time.

    "Our Strategic Planning Associates team is committed to helping you define and achieve your vision for financial security. We assist you in the development of your own uniquely tailored financial plan that is built around your values, vision and goals."

team photo

Jennifer O'BrienMaureen J D Amico, Nick LlerenaKimberley CerrutiTim Honce, Henry CerrutiJoAnn M SurruscoNico Schapira

Strategic Planning Associates is a marketing name for Henry Cerruti and is not a broker-dealer, registered investment adviser, federal savings bank, subsidiary or other corporate affiliate of The Northwestern Mutual Life Insurance Company, Milwaukee, WI, including its subsidiaries, nor is it a legal partnership or entity.

Henry P Cerruti, CFP®, CLU®, ChFC®, CASL®, REBC®
Wealth Management Advisor

Strategic Planning Associates


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck