David Clausen, Cfp, Clu, Chfc

David Clausen, Cfp, Clu, Chfc Email and Phone Number

Wealth Management Advisor and Founder @ Sentinel Bridge Wealth Management
Los Angeles, CA, US
David Clausen, Cfp, Clu, Chfc's Location
Los Angeles, California, United States, United States
About David Clausen, Cfp, Clu, Chfc

I am a seasoned Wealth Management Advisor who provides holistic financial guidance to my clients. A key component to my success stems from my “client-first” mentality. Committed to the primary role of integrity in my client relationships, I recognize that my success is measured and dictated by my ability to enact solutions that align with varied interests of my clients. I take 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, I have 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, I often collaborate with fellow advisors to educate clients on wealth management strategies and solutions.

David Clausen, Cfp, Clu, Chfc's Current Company Details
Sentinel Bridge Wealth Management

Sentinel Bridge Wealth Management

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Wealth Management Advisor and Founder
Los Angeles, CA, US
Employees:
7
David Clausen, Cfp, Clu, Chfc Work Experience Details
  • Sentinel Bridge Wealth Management
    Wealth Management Advisor And Founder
    Sentinel Bridge Wealth Management
    Los Angeles, Ca, Us
  • Sentinel Bridge Wealth Management
    Wealth Management Advisor/Founder
    Sentinel Bridge Wealth Management Jun 2023 - Present
    Los Angeles, California, United States
  • Northwestern Mutual
    Wealth Management Advisor
    Northwestern Mutual Feb 1997 - Present
    Greater Los Angeles Area
    I understand complex financial issues, and how they can affect life goals. I work with my clients to fully understand their situation and look to build a relationship that will serve their needs over time. Please let me know how I might be able to help you realize your vision for the future.

David Clausen, Cfp, Clu, Chfc Education Details

Frequently Asked Questions about David Clausen, Cfp, Clu, Chfc

What company does David Clausen, Cfp, Clu, Chfc work for?

David Clausen, Cfp, Clu, Chfc works for Sentinel Bridge Wealth Management

What is David Clausen, Cfp, Clu, Chfc's role at the current company?

David Clausen, Cfp, Clu, Chfc's current role is Wealth Management Advisor and Founder.

What schools did David Clausen, Cfp, Clu, Chfc attend?

David Clausen, Cfp, Clu, Chfc attended Ucla, The George Washington University.

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