David Clausen

About David Clausen

I am a seasoned Wealth Management Advisor who provides holistic financial guidance to my clients. A key component to my success stems from my “client-first” mentality. Committed to the primary role of integrity in my client relationships, I recognize that my success is measured and dictated by my ability to enact solutions that align with varied interests of my clients. I take the time to listen to your story, understand your goals, and partner with you to implement the steps necessary to help your vision to become a reality. With nearly 20 years of experience and the extensive resources of the Northwestern Mutual Wealth Management Company, I have partnered with successful attorneys, physicians, business owners, and affluent families to help steer them toward financial success. As an Annuity Specialist for Northwestern Mutual\'s Los Angeles, Irvine, and Las Vegas districts, I often collaborate with fellow advisors to educate clients on wealth management strategies and solutions.

Experience

1. Wealth Management Advisor

   Northwestern Mutual

   Feb 1997 — Present

   I understand complex financial issues, and how they can affect life goals. I work with my clients to fully understand their situation and look to build a relationship that will serve their needs over time. Please let me know how I might be able to help you realize your vision for the future.