David’s Client Featured in National Northwestern Mutual Commercial

We are beyond excited to announce our client Ryan Jordan and her company Educated Nannies are being featured in Northwestern Mutual’s most recent commercials. Ryan is an extraordinary mom and business owner. She founded Educated Nannies; an award-winning Los Angeles full-service nanny agency, seven years ago. She and her team match families with highly skilled nannies to ensure children are learning, thriving and having fun. Since the beginning she’s championed successful, respectful, and legally compliant employee/employer partnerships.

Due to COVID-19 and the resulting changes at many schools, parents have been faced with a new set of challenges. Ryan’s team has risen to the occasion and is helping families find private educators so that children can flourish. Educated Nannies takes a personalized approach to care and this team of women is always willing to answer your questions. We are so thankful that Ryan allowed us to share a part of her story.

Check out the commercial and then see more information about the story below:

Ryan Jordan

Learn More About How David and Ryan Are Working Together

In addition to being featured in the national commercial, this corresponding article on Life & Money provides additional details on how David and Ryan worked on a plan together Read more


David Clausen Talks About Financial Planning


Mission

"Helping people plan for, achieve, and enjoy financial security."

- David Clausen

Team photo

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. 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 in all facets of their business, from Business Risk Management to Employee Benefits Planning to Business Succession Planning.

Recommended Articles:

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Resources for Attorneys

Northwestern Mutual's Advanced Planning Library is a powerful legal research tool designed for use by attorneys, CPAs, trust officers, law school professors, business school professors, actuarial consultants, planned giving-charitable organizations, and retirement plan consultants. This Web site contains materials covering topics such as estate, business, charitable, retirement and insurance planning produced by both attorneys in the Advanced Planning Division of Northwestern Mutual and outside professionals.


Resources for Physicians


Media Mentions

The Most Influential Wealth Managers in Los Angeles
  • David Clausen has been selected as one of the “Most Influential Wealth Managers in Los Angeles” by the Los Angeles Business Journal. This recognition honors trailblazing professionals who contribute to the local economy and the financial stability of the individuals and families that live in Los Angeles.
  • David Clausen was quoted in “A Year of Wild Headlines,” which was published in Financial Advisor Magazine.
  • 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 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.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

David M Clausen, CLU®, ChFC®, CFP®

Wealth Management Advisor

What's Next

These days, it’s more important than ever to have a plan. Let’s plan what’s next for you. Get started.

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

Is Disability Insurance Worth It

Your ability to earn income is your biggest asset. Help protect it with disability income insurance. Learn more

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck