Mission
"Helping people plan for, achieve, and enjoy financial security."
- David Clausen
Pictured from left-to-right: Elizabeth Eastvold, Vicki Bauer, Greg Bumstead, David Clausen, Amber Delperdang, Jessica Ormandy
Holistic Financial Planning
David Clausen is a seasoned Wealth Management Advisor who provides holistic financial guidance to his clients. A key component to his success stems from this “client-first” mentality. Committed to the primary role of integrity in his client relationships, David recognizes that his success is measured and dictated by his ability to enact solutions that align with the varied interests of his clients. He takes 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, David has 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, David focuses heavily on the efficient distribution of retirement assets. He frequently collaborates with fellow advisors to educate clients on wealth management strategies and solutions.
Resources for Business Owners and Entrepreneurs
David Clausen works with business owners to take advantage of unique investment opportunities at each stage of their business, from Business Start-Up to Business Growth to Business Maturity to Business Transfer.
Recommended Articles:
- 3 Things Entrepreneurs Can Do To Today To Prepare For Retirement
- Can You Afford to Be Your Own Boss? Ask Yourself 5 Essential Questions
Resources for Attorneys
- Stay informed with our latest Market Commentaries.
- Take advantage of Northwestern Mutual's Advanced Planning Library.
Resources for Physicians
Media Mentions
David Clausen was quoted in “A Year of Wild Headlines,” which was published in Financial Advisor Magazine's December issue.
David Clausen was quoted in an article titled, "8 Times Knowing Your Net Worth Actually Matters," which is published online at GOBankingRates.com.
Published Articles
- "Money in America: Using Your Unique Resources to Plan for Your Goals," which was published in the American City Business Journals.
- "The Debt Dilemma: Paying Off Student Loans Versus Other Priorities," which was published in the 2017 Summer/Fall issue of the California Medical Association Foundation (CMAF) newsletter.
- "First Four Steps: How to Start Your Career on Solid Financial Footing," which was published in the March issue of the National Ethnic Physicians Association (NEPO) newsletter.
