Brett Heaton Juarez helps you with offensive and defensive planning. Any comprehensive plan addresses both.  Brett works with clients around the country, especially in Milwaukee, Chicago, Madison, Seattle, New York, Los Angeles, and Washington, D.C.

Brett entered the financial services field after a career in youth development.  His prior training and hands-on experience as a teacher, counselor and supervisor are invaluable in making personal finance accessible and meaningful for his clients.

His personal and professional experience is most closely aligned with young professional families, non-profit and community leaders, business owners, and individuals preparing for retirement or recently retired.  Brett is well informed on state employee benefits in Wisconsin.

Education and Leadership

The CERTIFIED FINANCIAL PLANNERTM (CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

Since 1927, the Chartered Life Underwriter (CLU®designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. The designation helps individuals build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, the CLU® designation symbolizes continuing growth and commitment to professionalism.

Voted Best of MKE, Runner Up Best Financial Planner 

Rookie of the Year, Northwestern Mutual - Greater Milwaukee Group


Certified Trainer, Northwestern Mutual


Certified Long-term Care (CLTC) Professional


M.S., Educational Psychology, University of Wisconsin-Milwaukee


B.A., History, Secondary Education, University of Illinois at Urbana-Champaign

Why Northwestern Mutual

Brett is committed to Milwaukee and Wisconsin for the foreseeable future.  Likewise, developing quality long-term relationships has always been important to him.  He is proud to continue the sustainable planning and financial strength that Northwestern Mutual has demonstrated as an industry leader for over 150 years. Our mutual form of governance allows us to consistently put our clients first. 

Brett Heaton Juarez, CFP®, CLU®, CLTC®, M.S.
Financial Advisor

Heaton Juarez Financial


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