Dave Czarnecki

Dave Czarnecki Email and Phone Number

CERTIFIED FINANCIAL PLANNER™ Professional, CLU®, ChFC®, RICP®, WMCP®, CLTC® | Helping Entrepreneurs, Physicians, Tech Professionals & Those Who Aspire To Retirement Make Smart Money Decisions @ Northwestern Mutual
Dave Czarnecki's Location
Greater Milwaukee, United States, United States
Dave Czarnecki's Contact Details

Dave Czarnecki work email

Dave Czarnecki personal email

n/a

Dave Czarnecki phone numbers

About Dave Czarnecki

I am a Financial Advisor with Northwestern Mutual Wealth Management Company. With over 17 years of experience in the financial services industry, my mission is to educate my clients and show them how bright the future can be by following a comprehensive financial plan that is customized based on their unique circumstances. I educate clients on the most efficient use of their existing resources, keep them on task, and help them make strategic financial decisions. Most importantly, together, we help protect the things in life that are most important to them, allowing them to focus on enriching their life, accomplishing their goals, and achieving their dreams.My specialties include helping to provide financial security to physicians, dentists, closely held business owners and those aspiring to a financially secure retirement. We take a comprehensive approach to risk management, wealth accumulation, & wealth preservation and distribution. My team and I are able to provide the most value to highly compensated individuals who are paying significant tax in their portfolio or have the potential to do so in the future.* If you believe in math and hate paying taxes let's talk!Established clients are typically given the personal financial planning as a complimentary service and we are also able to offer fee based planning in a fiduciary capacity.My practice also specializes in employee benefits for small and mid-sized businesses allowing you to focus on your business and spend less time looking into the best benefit options.I rely not only on my own knowledge and experience, but also call on the expertise of a team of highly experienced specialists available through the Network.For general information about Northwestern Mutual visit our website at www.northwesternmutual.com.For a free 15 minute consult to discuss making smart decisions with your money, book my calendar here: 📅http://bit.ly/liintrocalldc ✉ david.czarnecki@nm.com☎ 414.615.1822☛ davidczarnecki.nm.com ☚*Financial Advisors do not give legal or tax advice. Taxpayers should seek advice based on their particular circumstances from an independent tax advisor.

Dave Czarnecki's Current Company Details
Northwestern Mutual

Northwestern Mutual

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CERTIFIED FINANCIAL PLANNER™ Professional, CLU®, ChFC®, RICP®, WMCP®, CLTC® | Helping Entrepreneurs, Physicians, Tech Professionals & Those Who Aspire To Retirement Make Smart Money Decisions
Dave Czarnecki Work Experience Details
  • Northwestern Mutual
    Financial Advisor
    Northwestern Mutual 2017 - Present
    Milwaukee, Wi, Us
    I help individuals achieve a more secure financial future for themselves, their families, and business. I work with clients in creating a customized financial plan that will serve their needs over time and have access to some of the best products and services in the industry to help my clients address their needs and goals.
  • Northwestern Mutual
    Various Roles
    Northwestern Mutual 2008 - 2017
    Milwaukee, Wi, Us
    Served in a variety of roles in the Northwestern Mutual corporate office. Spent several years doing software development for risk product illustrations across the Traditional Life, Universal Life, Long-Term Care and Disability Insurance product lines. Also worked as a business consultant and subject matter expert in numerous product development projects across the Long Term Care Insurance, Disability Insurance, & Life Insurance product spaces.
  • Bni Business Achievers
    Education Coordinator
    Bni Business Achievers Oct 2023 - Present
  • Bni Business Achievers
    Visitor Host
    Bni Business Achievers Oct 2022 - Sep 2023
  • Bni Business Achievers
    Vice President
    Bni Business Achievers Oct 2021 - Sep 2022
  • Bni Business Achievers
    President
    Bni Business Achievers Jan 2020 - Sep 2021
    BNI Business Achievers is a dynamic professional networking group that meets every Tuesday morning at 8am virtually via zoom.Dave is responsible for ensuring meetings run smoothly and that members and guests have a positive experience. If you are looking to meet like minded business professionals and want to accelerate the growth and visibility of your business join us at our next meeting.Please click on the “Visit the Chapter” link and register to receive the bni online link from the Leadership Team.http://bniwis.com/en-US/chapterdetail?chapterId=LFAebbbUmsLNq3HC2my8og%3D%3D&name=BNI%20Business%20Achievers

Dave Czarnecki Skills

Financal Planning Financial Services Insurance Investments Life Insurance Retirement Planning Disability Insurance Long Term Care Insurance Wealth Management Financial Planning Business Philanthropic Planning Financial Advisory Risk Management Portfolio Management Long Term Care Mutual Funds Wealth Accumulation Term Life Insurance Whole Life Insurance Permanent Life Insurance Irrevocable Life Insurance Trusts Fixed Annuities Variable Annuities Social Security Iras Roth Ira Traditional Ira Simple Ira 401k Rollovers Inheritance Student Loans Financial Risk Sales Financial Analysis Securities Planned Giving Wealth Distribution Medicare Retirement Income Strategies Tax Bracket Management

Dave Czarnecki Education Details

  • Ripon College
    Ripon College
    Computer Science
  • The American College Of Financial Services
    The American College Of Financial Services
    Wealth Management
  • Life Office Management Association (Loma)
    Life Office Management Association (Loma)
    Financial Planning And Services
  • Brookfield Central High School
    Brookfield Central High School

Frequently Asked Questions about Dave Czarnecki

What company does Dave Czarnecki work for?

Dave Czarnecki works for Northwestern Mutual

What is Dave Czarnecki's role at the current company?

Dave Czarnecki's current role is CERTIFIED FINANCIAL PLANNER™ Professional, CLU®, ChFC®, RICP®, WMCP®, CLTC® | Helping Entrepreneurs, Physicians, Tech Professionals & Those Who Aspire To Retirement Make Smart Money Decisions.

What is Dave Czarnecki's email address?

Dave Czarnecki's email address is da****@****ual.com

What is Dave Czarnecki's direct phone number?

Dave Czarnecki's direct phone number is +126236*****

What schools did Dave Czarnecki attend?

Dave Czarnecki attended Ripon College, The American College Of Financial Services, Life Office Management Association (Loma), Brookfield Central High School.

What skills is Dave Czarnecki known for?

Dave Czarnecki has skills like Financal Planning, Financial Services, Insurance, Investments, Life Insurance, Retirement Planning, Disability Insurance, Long Term Care Insurance, Wealth Management, Financial Planning, Business, Philanthropic Planning.

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