Professional
David is a graduate of Brigham Young University (BYU) with a degree in social sciences. He has been providing financial solutions with Northwestern Mutual since 1993. David has also earned the following designation: Certified Financial Planner (CFP)
The Certified Financial PlannerTM (CFP) certification is one of the most recognized financial planning marks in the world. CFP certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients. Chartered Life Underwriter (CLU)
The Chartered Life Underwriter (CLU) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU designation symbolizes continuing growth and commitment to professionalism. Certified in Long-Term Care (CLTC)
The CLTC course reflects the nature of long-term care which is a continuum of care, housing and services people may need when they live a long life. Students are provided the information and training needed to offer guidance to families on a range of issues including home care, assisted living, nursing homes, social services, taxes, law and most important, what will pay for these resources.
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