Daniel Q. Scharff
Wealth Management Advisor|CLU®, CFP®
Professional Background
Dan Scharff is proud to be a third generation Northwestern Mutual advisor, following in the footsteps of his father & grandfather. He began working for Northwestern Mutual shortly after graduating cum laude from Georgetown University in 2001, with a double major in finance and international business.
For the next 11 years, Dan’s practice was based in Manhattan, serving high-level clients on Wall Street and beyond. He created a thriving practice working with executives in the financial services industry – at hedge funds, private equity firms and the world’s largest investment banks – as well as attorneys, business owners and physicians. He has put over $1.4 billion of life insurance into force.
In 2012, Dan and his family returned to his hometown of St. Louis, Missouri. Dan continues to serve his expanding client base in New York, across the country, and across the globe. He maintains his office in New York, frequently traveling there to meet with clients.
Education
Georgetown University: Bachelor of Science in Business Administration
Designations
CLU® Chartered Life Underwriter
The CLU designation is the undisputed professional credential for persons involved in the protection, accumulation, preservation and distribution of the economic values of human life. For Financial Advisors such as Dan Scharff, the CLU designation is the common bond for continuing growth and commitment to professionalism.
CFP® Certified Financial Planner
The CFP® designation 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 CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.
Awards and Recognition
Million Dollar Round Table
2004, 2007-2009, 2011-2014
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.
National Association of Insurance & Financial Advisors Quality Award
2011-2014
Award recognizing commitment to excellence in service to clients and industry.
Forum Member
2010-2014
Honor distinguishing the top producers in the company.
National Quality Award
2006-2010
Award recognizing persistency and performance.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
Personal
Dan and his wife, Lilly, have been happily married for 7 years. In 2012 they relocated from New York City to St. Louis, MO, where they currently live with their 2 children, Hattie, 4 years old, and Teddy, 6 months. Lilly, an attorney, is a NYU Law School Alumni and a Harvard University graduate.
Shortly after birth, Hattie required serious surgery to repair a hole in her heart. The incomparable and life-saving care Hattie received at NYU Langone Medical Center left a lasting impression on Dan and his wife, who are now lifelong supporters of pediatric cardiology research.
Dan is a devoted athlete who enjoys running & practicing yoga. He is an avid Cardinals fan and enjoys attending games with his family whenever there is a home game.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
