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. 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:
- What Small Business Owners Need to Know About the Paycheck Protection Program
- How the SECURE Act May Affect Your Business
- How Are Different Business Entities Taxed?
Resources for Attorneys
- Stay informed with our latest Market Commentaries.
- Take advantage of Northwestern Mutual's Advanced Planning Library.
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
- 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.
