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:

Read More


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

#IfItWasUpToMyKid

Home is where the greatest moments are shared and where the most valuable and meaningful memories are made. But sometimes, life happens. From technology and social media to work-life imbalance to competing schedules, families can struggle to be present and connect on a more personal level at home.

This fall, Northwestern Mutual wants families to find that connection at home again. Parents can submit a video or photo of their kid's ultimate home experience inspiration — the bigger, the more out-of-the-box, and the more imaginative the ideas, the better — and we may just ring your doorbell to make your dream a reality!

To enter:  Join the conversation on social and enter to win with #IfItWasUpToMyKid! 

Learn more and submit your entry here now.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

 

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