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:

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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.

David M Clausen, CLU®, ChFC®, CFP®

Wealth Management Advisor

  • Office 213-243-7158
  • Office 213-243-7156

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

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