James Bockemuehl has been part of Northwestern Mutual Financial Network since 1978. He has earned the following designations which are instrumental in providing you and your family successful results in setting financial goals, developing strategies, implementation and regular monitoring of your life-long financial planning:

  • The Chartered Life Underwriter (CLU) designation from the American College. The CLU designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU designation symbolizes continuing growth and commitment to professionalism.
  • The Chartered Financial Consultant (ChFC®) designation from the American College. The ChFC® helps financial representatives meet the advanced financial planning needs of individuals, professionals, and small-business owners. It provides a sustainable advantage in this competitive field with in-depth coverage of the key financial planning disciplines, including insurance, income taxation, retirement planning, investments, and estate planning.
  • Accredited Estate Planner (AEP) designation available to attorneys, Chartered Life Underwriters, Certified Public Accountants, Certified Trust and Financial Advisors, Chartered Financial Consultants, and Certified Financial Planners. This designation is awarded by the National Association of Estate Planners & Councils (NAEPC) to recognized estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character. The NAECP is a national organization of professional estate planners and affiliated Estate Planning Councils focused on establishing and monitoring the highest professional and educational standards.


  • Bachelor of Arts in Accounting from Washington State University

Associations and Memberships

  • Member of the National Association of Insurance and Financial Advisors (NAIFA) - The mission of NAIFA is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical
  • Member of the Spokane Estate Planning Council
  • Member of the National Association of Estate Planners & Councils
  • Past President, Spokane Estate Planning Council (2000-2001)
  • Past President, Society of Financial Service Professionals, Spokane Chapter
  • WSU Planned Giving Advisory Board (1992 - 1996)
  • Director, WSU Alumni Board (1996 - 1999)
  • Registered Representative, Northwestern Mutual Investment Services, Inc. (NMIS)

James H Bockemuehl, CLU®, ChFC®, AEP®
Wealth Management Advisor

Pinecroft Financial Group


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