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Wednesday, Apr 17, 2024

Leaders of Influence: Wealth Managers- David Clausen

David Clausen
Wealth Management Advisor
Northwestern Mutual

With over 20 years of experience in the financial services industry, David Clausen serves as a partner to attorneys, physicians, business owners, and families in building financial well-being. Clausen is regarded as a thought leader within the industry and has often been interviewed and published by the media. He joined Northwestern Mutual as an intern in February 1997 while he was attending UCLA. What originally started as a simple resume-builder for law school has turned into a nearly 20-year successful financial planning practice. Over time, Clausen has seen clients faced with increasingly complex and evolving financial circumstances. He believes those issues are best solved through a combination of rigorous financial analysis, industry leading solutions, and a relationship-based focus on the psychology that leads to good planning. His favorite part of the business includes watching his long-term clients achieve their goals and thrive once they experience financial security. 

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