What are the opening hours?

Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Jeff Gilliam, CLU, ChfC, WMCP

Home
United States
Calabasas, CA
Jeff Gilliam, CLU, ChfC, WMCP

My team and I address the planning, investment, and fiduciary issues facing individuals.

I often meet people who are paying their financial advisor 1% of their assets under management. But when I ask what they’re getting in return, the answer is usually:
• A quarterly statement
• A generalized portfolio

If that sounds familiar, you may not be getting the full value you deserve. For a 1% fee, your financial advisor should be doing much more than just managing investments. True financial planning is comprehensive and should encompass:

� Detailed financial planning – A customized roadmap for your unique goals
� Tax-efficient strategies – Helping you keep more of what you earn
� Retirement income planning – Ensuring your money lasts as long as you do
� Risk management – Protecting your wealth from unexpected events
� Estate and legacy planning – Aligning your assets with your long-term vision
� Ongoing performance tracking – Regular check-ins to adjust for life’s changes

A real financial advisor partners with you, proactively guiding you through key financial decisions—not just sending statements. If you’re paying 1% (or more) and not receiving this level of service, it might be time to reevaluate.

10/15/2026

Markets have continued to climb, but leadership has become more concentrated as investors weigh persistent inflation, higher rates, and rising uncertainty. See Northwestern Mutual Wealth Management Chief Investment Officer Brent Schutte’s take on what the shift from broad growth to narrower market leadership could mean for investors. https://www.northwesternmutual.com/life-and-money/why-market-leadership-is-narrowing-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_quarterly_field&utm_term=leadership-is-narrowing&agentid=063124

10/13/2026

Recent market moves showed how quickly sentiment around artificial intelligence can affect broader indexes. This week’s market commentary explains why diversification remains important, even as AI continues to shape market leadership. https://www.northwesternmutual.com/life-and-money/ai-market-volatility-puts-portfolio-diversification-to-the-test-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=ai-market-volatility&agentid=063124

10/07/2026

Here’s everything you need to know about your first appointment with me. It’s straightforward, simple, and easy. Let’s get started.

10/06/2026

Inflation remains sticky and consumers continue to spend. Here’s what the latest data may mean for investors and why a diversified plan can help navigate uncertainty. https://www.northwesternmutual.com/life-and-money/market-outlook-inflation-interest-rates-and-economic-growth-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=market-outlook-inflation&agentid=063124

10/05/2026

You’ve worked hard for your money—don't let fraudsters cheat you out of it. http://spr.ly/6183BGuIEx

10/02/2026

When you’re feeling like life is a little off-balance, remember—you can’t control everything, but you can control your financial plan. Let’s get started on yours today.

09/29/2026

Economic growth remains strong, but rising interest rates and inflation pressures are creating new risks for investors. See the latest market commentary from Northwestern Mutual Wealth Management CIO Brent Schutte. https://www.northwesternmutual.com/life-and-money/what-rising-interest-rates-mean-for-investors-as-growth-remains-strong-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=rising-interest-rates&agentid=063124

09/28/2026

No one can predict exactly what retirement will look like. That’s why having a plan that can adapt matters. Let’s talk about ways to create flexibility and confidence for whatever retirement brings. http://spr.ly/6188BGdl5m

09/28/2026

Financial spirals were so last year. I’m ready to meet you where you are, ask better questions and uncover more opportunities to help you flourish.

09/23/2026

To-do lists never end, but the right financial plan can make them feel less overwhelming. Don’t crash out, let’s meet and discuss your next steps.

Address

23586 Calabasas Road, Suite 207
Calabasas, CA
91302

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.jeff-gilliam.com/

Alerts

Be the first to know and let us send you an email when Jeff Gilliam, CLU, ChfC, WMCP posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.