John R. Calvert III
A third-generation Los Angeles native, John Calvert attended Loyola High School and Boston College earning a bachelor’s degree in English and philosophy.
Since joining Northwestern Mutual in 1994, John built a distinguished career helping clients navigate the most complex financial landscapes, mitigate risk, and implement sophisticated retirement and business succession strategies. Guided by deep integrity, innovation, and excellence, John provides tailored solutions designed to optimize both individual and corporate portfolios. John fosters trust through a relentless commitment to excellence, innovative solutions, and doing what's right.
John holds several prestigious professional designations, including CERTIFIED FINANCIAL PLANNER® certificate (CFP®), Certified Exit Planning Advisor (CEPA®), Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChFC®).
John is a member of both the Financial Planning Association and the Society of Financial Service Professionals. He played a key role in establishing and teaching in the CFP® Certification Program at California State University, Los Angeles, through the Department of Extended Education. He co-authored A is for Agenda—The Importance of Good Retirement Plan Governance in the Journal of Pension Benefits. John’s expertise has been recognized in Forbes where he has been named one of the Best-In-State Wealth Advisors for multiple years.
Beyond his professional achievements, John is deeply engaged in his community and faith. He is a parish lector; coach, referee, and AYSO Board Member; Alumni Board Member for Loyola High School; alumni volunteer for Boston College: and Board Member (former Chair) of the Ketchum-Downtown Los Angeles YMCA.
John enjoys spending quality time with his wife, Amy, their daughters, Katy and Emma, their son, Quinn, and their son-in-law, Saulo. Their lab puppy, Fenway, has a special place in the family—especially when John sneaks him extra Scooby snacks when no one is looking.
The oldest of five brothers, John has always been on the move. A former Guinness World Record holder, he finds joy in hiking, backpacking, skiing, and playing squash. After completing four Boston Marathons, John still isn’t sure if he enjoys running—but he does appreciate the occasional hunt for lost golf balls on the fairways.