Community Involvement

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

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.
  • For the third consecutive year, David Clausen has been named among the "Thriving in Their 40s" by the Los Angeles Business Journal. The list profiles standout professionals in the accounting and financial services industry, highlighting their accomplishments, career milestones, and contributions to the field.​
  • David Clausen was quoted in Forbes. Read article: Fixed vs Variable Annuity: Which Is Best For You?
  • David Clausen was quoted in in Financial Advisor Magazine in the article “A Year of Wild Headlines.”
  • David Clausen was quoted in an article titled, "8 Times Knowing Your Net Worth Actually Matters," which is published online at

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.
David M Clausen

David M Clausen, CFP®

Wealth Management Advisor


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