David Schwartz
Associate Regional Managing Director | Helping Advisors Elevate Their Practice
- Role
- Financial Advisor at Principal Financial Group
- Location
- Lake Oswego, OR, US
- LinkedIn followers
- 500 followers
About David Schwartz
As the Associate Regional Managing Director with responsibility for the Northwest, I…
Experience
Financial Advisor
Jul 2019 — Present · Lake Oswego, OR, US
Insurance products issued by Principal National Life Insurance Co.(except in NY), Principal Life Insurance Co, Securities and advisory products offered through Principal Securities, inc, 80••••••37, Member SIPC. Principal National, Principal Life, and Principal Securities, Inc. are members of the Principal Financial Group®, Des Moines, IA 50392, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor.
Education
Saint Mary's College of California
BS & BA, Biology & Business Administration
2005 — 2010
Skills
- Financial Analysis
- Investments
- Retirement
- Series 7
- Estate Planning
- Wealth Management Services
- Retirement Planning
- Customer Service
- Term Life Insurance
- Iras
- Life Insurance
- Insurance
- Asset Allocation
- Mutual Funds
- Leadership
- Fixed Annuities
- Investment Strategies
- Disability Insurance
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