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:

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David Clausen Talks About Financial Planning

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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

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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.

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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?

Read More

 

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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.

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Resources for Physicians

• Group Disability vs. Individual Disability
• Disability Insurance Income for Physicians

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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.

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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