Socium Advisors — a private client group of Northwestern Mutual — added John Calvert as partner and wealth management adviser.
Based in the Los Angeles office, Calvert brings over 30 years of experience in wealth management and $400 million in assets under management, underscoring the firm’s dedication to strategic growth and top-tier market value. Calvert will specialize in helping clients navigate estate and legacy planning and developing exit strategies for business owners.
“The care John shows for his clients is evident in the deeply intentional services he provides, making him an invaluable addition to Socium Advisors,” said Scott Underwood, founder and CEO of Socium Advisors.
“John’s focus on strategic planning and helping clients manage complex financial decisions will be a tremendous asset to our team and the individuals and business owners we serve. We look forward to the impact he will make as we continue to provide exceptional guidance and service throughout the Los Angeles financial community and beyond.”
Calvert’s ability to address the full range of his clients’ needs and guide them through significant growth stems from a seasoned career in wealth management that began at Northwestern Mutual shortly after he graduated from Boston College. He was drawn to the field by its emphasis on intentional planning and the intellectual demands of staying ahead in a constantly evolving industry, achieving demonstrated success and recognition, including being named a Forbes Best-in-state wealth adviser for the last three years.
“I’ve always held integrity as one of my deepest values, and it’s become clear to me that Socium Advisors shares that commitment. I’m excited to bring to my clients the extensive resources and services at Socium, and even more so to be part of a team dedicated to both personal and professional growth,” said Calvert.
“Socium has cultivated a culture of excellence, focused on delivering top-tier service and helping clients create lives of true significance. After more than 30 years in this business, my clients’ needs have evolved, their longevity needs have changed, and I’m committed to our continued evolution alongside them.”
In his first year at Socium Advisors, Calvert is focused on expanding his expertise in estate planning and business succession to best serve his clients and the Socium team. A member of the Financial Planning Association and the Society of Financial Service Professionals, he helped establish and teach in the CFP Certification Program at California State University — Los Angeles. He furthermore co-authored “A is for Agenda — The Importance of Good Retirement Plan Governance in the Journal of Pension Benefits.”
Outside of work, Calvert is deeply involved in his church and community. He is a parish lector; a coach, referee and board member for AYSO Region 71; an alumni board member for Loyola High School; an alumni volunteer for Boston College; and a board member (and former chair) of the Ketchum Downtown Los Angeles YMCA. In his free time, he enjoys spending time with his wife, two daughters and son.