Meet The Team

Team photo

As our loyal client base continues to grow, our team is determined to make sure our clients receive the best possible service. We are committed to making sure our clients are fully satisfied with the work we have done for them and the work we will continue to do for them on their journey towards financial independence.

Jimmy J. Cusimano

Jimmy J. Cusimano, CFP®, CLU®, ChFC®, RICP®

Wealth Management Advisor
Office 949-863-5800 ext. 5852

Jimmy began his career as a financial advisor with Northwestern Mutual in 2007. His expertise includes comprehensive financial planning, insurance planning, business continuation and succession planning, wealth management, and investment planning.

Jimmy specializes in working alongside retirees, physicians, and self-employed professionals across the country. He obtained his degree from the University of California, Irvine in 2008.

To further his education, Jimmy currently holds the following designations and certifications:

  • Chartered Life Underwriter (CLU®)
  • ChFC® Chartered Financial Consultant
Alyssa Cusimano

Alyssa Cusimano

Office 714-478-1625

Alyssa is our Associate Financial Representative. She graduated with her Bachelor’s Degree from Cal State University Long Beach, where she also played NCAA women’s soccer. She began her career with Northwestern Mutual in 2015. After working in her own practice and the practices of other Advisors, she officially took the plunge and joined forces with her husband, Jimmy. Together, they decided to expand their vision and start building their practice as a family. Alyssa’s main role is to maintain the relationships that Jimmy has established throughout the years and continue to serve all current clients with their financial planning. She can be thought of as an extension of Jimmy, and is available to help with any planning needs if Jimmy is not available.

On the personal side, Alyssa resides in Laguna Hills, California with her husband, Jimmy and their much adored dog, Nela. She loves sports, traveling, and spending time with family and friends. When she is not working, she can be found at home relaxing, checking out local food spots, or enjoying the afternoon at a winery.

David Whitaker

David Whitaker, CFP®, ChFC®

Director of Investments and Planning
Office 949-863-5818

David joined Cusimano Financial in June 2019. Originally from Charlotte, North Carolina, David and his wife moved to Southern California to continue their careers and start a family. He graduated from the University of North Carolina at Charlotte with 2 bachelor degrees in Finance and Accounting. While attending the University of North Carolina he participated in the Northwestern Mutual Internship Program and hasn’t turned back.

He’s worked in various Northwestern Mutual office across the country including Charlotte, King of Prussia, and now Newport Beach. Heading into his 7th year with Northwestern Mutual he is excited to continue to his career with Cusimano Financial where he is constantly expanding his knowledge to best serve our clients. David is our Director of Financial Planning and Investment Services. Clients can contact him with any questions regarding their personal financial plan, investment transactions, or market commentary.

Currently he lives in Portolla Hills with his wife and 4 year old labradoodle. When he’s not hard at work, David enjoys mountain biking, watching Duke basketball, and spending time with his family.


Jordan M Zamzow

Client Relations Director
Office 949-863-5815
7Vine Wealth Management & Insurance Services

Jimmy J. Cusimano, CFP®, CLU®, ChFC®, RICP®
Wealth Management Advisor

7Vine Wealth Management & Insurance Services


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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.