David Mesa, CLTC®, B.S.

Financial Advisor

Professional

David Mesa started with Northwestern Mutual on February 28th, 2011– . Prior to joining the company, David studied Spanish at the University of Wisconsin-Green Bay. After graduating in the spring of 2011 with his BS, David was offered a position with Northwestern Mutual. While this was his first job offer out of school he had nothing but support and encouragement from his family on starting his practice.

David has also achieved a significant milestone in the financial planning industry by hitting MDRT. Million Dollar Round Table membership is recognized internationally as the standard of excellence in the financial services industry.

He has also achieved another mile stone of Lives Leader Summit. Which is an award giving to roughly the top 7% of advisors at Northwestern Mutual.

Before we can speak intelligently about the products and services that might be appropriate for you and your family, we need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know us.

Our organization is composed of highly driven professionals dedicated to helping clients become financially, physically and spiritually strong. We have been able to protect and help grow our clients’ families and businesses by providing solutions for their financial security and keep clients on track by fulfilling our promises.

 

Certifications and Designations

The "Certified in Long-Term Care" (CLTC) designation was created in 1999.  It focuses on the discipline of extended care planning.  It provides professionals the critical tools necessary to discuss the subject of longevity and its consequences on their client's family and finances.  Professionals learn how to mitigate these consequences by developing a plan to protect their clients and their families.

Years of Experience

Representing Northwestern Mutual since 2011.

Education

Degree Major Institution
BA Business University of WI-Green Bay

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 2016-2017

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

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