Dave Czarnecki
Virtual Wealth Management Advisor | Equity Compensation Expert | Helping Entrepreneurs Scale & Maximize Business Value
- Role
- Wealth Management Advisor at Northwestern Mutual
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Dave Czarnecki
As a Wealth Management Advisor with Northwestern Mutual in Milwaukee, WI, I work with clients nationwide through virtual consultations. My team specializes in comprehensive financial planning for entrepreneurs and tech industry professionals, focusing on equity compensation diversification strategies.I primarily assist closely held business owners and highly compensated tech professionals. My goal is to simplify the complexities of equity compensation, including RSUs, ISOs, ESPPs, stock options, and concentrated stock positions, through personalized planning that supports long-term financial freedom and optimizes tax efficiency.With nearly a decade of experience, I have guided a diverse array of clients through major milestones such as scaling businesses, liquidity events, promotions, and retirement. Whether designing stock diversification plans, implementing tax-efficient strategies, or preparing for a business exit, I help clients align their wealth with their goals.I hold multiple professional designations, including CERTIFIED FINANCIAL PLANNER™, Chartered Life Underwriter, Chartered Financial Consultant, Chartered Advisor in Philanthropy, Retirement Income Certified Professional, Wealth Management Certified Professional, and Certified in Long-Term Care. I graduated from Ripon College with a degree in mathematics and minors in economics and computer science. Outside of work, I live in Waukesha, WI, with my wife and 3 children and enjoy exploring the Greater Milwaukee area, coaching my children\'s sports teams, camping, and playing tennis & golf.If you\'re an entrepreneur or tech professional seeking expert guidance, I’d love to connect.To learn more about my services and Northwestern Mutual, please visit https://davidczarnecki.nm.com/For a free 15 minute consult to discuss making smart decisions with your money, book my calendar here: http://bit.ly/liintrocalldc d••••••••@nm.com 41••••••22 davidczarnecki.nm.com
Experience
Wealth Management Advisor
Jan 2017 — Present · Milwaukee, WI, US
I help entrepreneurs & closely held business owners grow and scale their businesses as well as high-income professionals manage & diversify their equity compensation, reduce the ongoing impact of taxes, and plan for financial independence.
Education
The American College of Financial Services
CLU®, ChFC®, RICP®, WMCP®, CAP®, Financial Planning, Insurance, Investments, Estate Planning, Retirement Planning, Wealth Management
Life Office Management Association (LOMA)
FLMI, FFSI, ACS, Financial Planning and Services
2008 — 2012
Ripon College
Bachelor's Degree, Mathematics, Economics, Computer Science
2004 — 2008
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