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5 Times You’ll Be Able to Teach Your Kids About Money Management
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"I strive to give each of my clients the gift of financial confidence. In a complex world of financial decisions, my role is to serve as an expert, guide, and coach towards your ideal financial future."
It is an honor that Forbes has once again recognized Dave Mann as one of the Top Financial Security Professionals in Nevada. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This wouldn’t have been possible without you.
Forbes Top Financial Security Professionals list (July 2024), Research and ranking
provided by SHOOK Research, LLC. Based upon data as of 12/31/2023. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognition are no guarantee of future investment success.
Forbes Top Financial Security Professionals list (July 2023), Research and ranking
provided by SHOOK Research, LLC. Based upon data as of 12/31/2022. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognition are no guarantee of future investment success.
Forbes Top Financial Security Professionals list (July 2023), Research and ranking
provided by SHOOK Research, LLC. Based upon data as of 12/31/2022. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognition are no guarantee of future investment success.
David is a veteran Wealth Management Advisor who helps his clients navigate the complex, ever-changing world of financial decisions. David believes in developing long-term relationships with his clients and is often viewed as a loyal advocate, trusted advisor, and friend.
With 25+ years of experience, paired with the extensive resources of the Northwestern Mutual Wealth Management Company, David has partnered with successful physicians, business owners, attorneys, and affluent families to help them define and develop a vision for their personal and financial goals, help bring those goals to fruition, and protect them as they grow. The foundation of this process is needs-based, holistic planning coupled with the implementation of advisory services and comprehensive investment and insurance products.
David runs his practice with a focus on having the skill set and resources necessary to educate his clients on wealth management strategies and solutions that will help them, their families, and their businesses thrive.
From the article: "In general, it is good practice to make a habit of reviewing your financial plan at least once per year. With the recent rollout of the SECURE 2.0 Act,
it may be especially beneficial to update your retirement plan."
From the article: “All of us initially set out in this industry to help
people,” say Dave Mann, John Alcantara and Will
Miller. “When you work with clients on something as
significant and personal as their finances, you have an
opportunity to create impact every day. We are working
to create a legacy and help our clients do the same.”
From the article: "The reality is that it is difficult, if not impossible, to regularly predict the top or the bottom of the market. If you go back to the Great Recession, at a time when things were at their worst, you’ll see that no one predicted the tremendous rebound that we saw for the remainder of 2009."
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4