Welcome to Paradise Cay Financial

Financial Peace of Mind Through Advice, Planning & Achievements

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At Paradise Cay Financial Wealth Management & Insurance Services, we help you prepare for life after work. We know that life happens fast, and that often times taking the right steps to curate the vision and dreams of retirement takes a backseat to the pressures of day-to-day life. We step in to craft a financial plan that guides our clients through life to actualizing the retirement they've dreamed of.

Our firm specializes in working with executives at technology firms, construction, law and accounting firms to accelerate financial planning and create confidence. When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow.

As your Wealth Management team, we listen, clarify and help prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision for the future.

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.


In the News 

Foedisch logo

The St. Vincent de Paul Society of Marin Selects Herb Foedisch of Tiburon as new Board President

"This work is important to me because SVdP brings our community together to help our most vulnerable. Whether volunteering time to prepare meals or to help the people experiencing homelessness secure housing, our supporters make me truly believe we can prevent and end homelessness in Marin. I am excited to continue my advocacy for those who need help and to keep making progress in the fight for housing and food security in our community."  - Herb Foedisch

Read more here:

Press Release

Ready to Learn More?

Learn more about a few of the investment and insurance options we might consider for your financial plan.


Northwestern Mutual Client Portal

The client website is a one-stop-shop for your financial management. Visit the Client Center for access to the following features:

  • Financial Dashboards
  • Account Aggregation
  • Budgeting Tools
  • Self-service & Bill Pay
  • Paperless Financial Management

Registration Process - Northwestern Mutual Online

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

Herb Foedisch, CFP®, CLU®
Estate & Business Planning Specialist


Paradise Cay Financial Wealth Management & Insurance Services

What's Next

These days, it’s more important than ever to have a plan. Let’s plan what’s next for you. Get started.

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

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