Partner Spotlight: Financial Advisor

Dave Czarnecki is a Financial Advisor at Northwestern Mutual. His mission is to help his clients avoid financial regret by being the catalyst that helps them make progress towards their financial goals. Learn more about Dave and how his business can help you set yourself up for the future!

What services do you provide?

In short I provide financial peace of mind to clients.  My team and I offer financial planning, personal insurance planning (life insurance, disability income insurance, long-term care insurance) and wealth management.  Beyond that we do a great job integrating defensive insurance planning with offensive investment planning to achieve positive outcomes for our clients.

What makes you stand out in your field?

Personalizing the financial planning process for each family we work with.  Everyone has unique goals and balances sheets and it’s important that their financial plan is customized appropriately.  My team and I also have a robust toolbox of sophisticated planning strategies available to us and in depth knowledge and we excel at simplifying the solutions into layperson’s terms to make things easy to understand for clients.

Why do you enjoy your job?

I really enjoy working with families that have lots of stuff in their “financial junk drawer” and come to me with no clear cohesive plan.  After spending time together and formulating a financial plan together I have found their financial stress is significantly reduced and they are in a much better place and have the correct financial tools in place.

What do you love to do in your free time?

Lots of family stuff!  My wife and 3 children take 5-6 camping trips every summer in our RV.  I also enjoy playing tennis and golf during the short but glorious Wisconsin summers and cheering on the Green Bay Packers.

If you are interested in talking with Dave about financial planning, personal insurance or wealth management services, click through to his website HERE where you can find more information as well as his contact info! Tell him Level Up sent you.