David Clausen
Wealth Management Advisor
Northwestern Mutual
David Clausen 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 their story, understand their goals, and partner with them to implement the steps necessary to help their vision to become a reality.
With 20 years of experience in the financial services industry, Clausen 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. He is regarded as a thought leader within the industry and has been published in multiple publications.
