Has your income grown, but you're not sure you're making the most of every financial opportunity?
Earning well matters. Having a strategy that answers to your goals matters too.
Your hard work has brought you this far. Discover how a personalized financial strategy can help you protect what you've built, plan for your future, and create opportunities for the people you love most.
Meet Mauricio
I'm Mauricio Torres, an economist and Kellogg School of Management MBA with 15+ years of professional experience across the financial, fintech, and payments industries. As an immigrant, I know the challenges and opportunities of building a life in the United States. My goal is to help you understand your financial options and make decisions aligned with your goals and your family's.
Your situation
You've worked hard to build a life full of opportunity. But between work, family, and responsibilities, it's easy to put important financial decisions off.
Earning well matters. Having a strategy that answers to your goals matters too.
Your family and your wealth deserve the right protection strategy.
Discover why connecting your financial decisions matters.
Plan today to support their education and family goals.
How we can help
Every stage of life brings new opportunities and responsibilities. A personalized financial strategy can help you prepare for them.
Explore financial protection options to care for the people you love most.
Organize your savings and investments around your financial goals.
Prepare to build the lifestyle you want in retirement.
Explore strategies to support their education goals and other important opportunities.
Financial X-Ray
A personalized conversation to learn about your goals, identify your top financial priorities, and explore opportunities to strengthen your future.
Book your financial conversation →Just your questions and a sense of your goals. No financial documents needed for this first conversation.
An initial perspective on your financial priorities and greater clarity on the next steps worth considering.
How it works
An initial conversation to get to know you, understand your priorities, and explore next steps.
Choose the time that works best for a 30-minute conversation.
We discuss your family situation, your priorities, and your top financial goals.
We explore possible opportunities and decide whether it makes sense to keep working together.
Credibility and backing
Receive personalized financial guidance in Spanish and English, with the professional experience of Mauricio Torres and Northwestern Mutual.
MBA from Northwestern University's Kellogg School of Management, supported by an economist's analytical foundation.
15+ years of experience across the financial, fintech, and payments industries.
Financial guidance with institutional resources and required disclosures from Northwestern Mutual.
1 Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company as of the most recent review and report by each rating agency. Ratings are as of 6/25 (Moody's Ratings), 11/25 (A.M. Best Company), 8/25 (Fitch Ratings) and 10/25 (S&P Global Ratings). Ratings are subject to change. S&P Global Ratings and Moody's Ratings caps Northwestern Mutual's rating at their AA+ (S&P Global Ratings) and Aa1 (Moody's Ratings) ratings of the U.S. government.
2 Based on Northwestern Mutual client data as of June 2025.
Book your conversation
Book 30 minutes with Mauricio Torres to talk about your family goals, your financial priorities, and the next steps worth considering.
See available times →Free 30-minute introductory conversation, available in Spanish or English.
Questions
A few answers before you choose a time.
Yes, the initial 30-minute conversation is free. It's an opportunity to learn about your goals and explore how we can help.
No. For this first conversation you only need to share your questions and main financial goals.
Yes. You can speak with Mauricio in Spanish or English.
There is no obligation to purchase any product for joining the initial conversation. Possible next steps will be explained during the meeting.
We'll identify opportunities to improve your financial plan, and if you decide to move forward, we'll coordinate a follow-up meeting to review your finances in detail and develop a comprehensive strategy aligned with your goals.