Dave Czarnecki

Dave joined Northwestern Mutual in 2007, drawn by the company's strong reputation for integrity and doing the right thing. After spending nine years in the corporate office focusing on product development, he felt a calling to make a more direct impact on individuals and families in his community. This led him to start his financial planning practice with Northwestern Mutual Greater Milwaukee, where he now helps clients navigate their financial journeys.

Dave is married to Jordan, and together they have three wonderful children: Eadie, Enoch, and Hollyn. When he's not on the tennis court or golf course, Dave enjoys coaching his kids' youth sports teams. Summers are spent creating cherished family memories on camping trips, where the great outdoors provides the perfect backdrop for adventure and bonding.

Professionally, Dave is energized by meeting with new and existing clients, helping them achieve their goals and realize their potential. He finds fulfillment in guiding families through financial decisions that support their dreams and aspirations.

Dave Czarnecki seeks to build long-lasting relationship with clients ranging from successful families, physicians, and closely held business owners who are looking to learn more about the available options to grow and protect what is important to them. He specializes in offering tax-efficient solutions to highly compensated individuals who are paying significant tax in their portfolio or have the potential to do so in the future.* If you believe in math and hate paying taxes let's talk!

Dave is a qualifying member for the Million Dollar Round Table (MDRT). MDRT is the premiere 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. Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.

Dave is also a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®). CFP® certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.

*Financial Advisors do not give legal or tax advice. Taxpayers should seek advice based on their particular circumstances from an independent tax advisor.

Education

• Ripon College, Mathematics (Bachelor of Science)
• The American College of Financial Services -  Insurance, Investments, Financial Planning (CLU®, ChFC®, RICP®, WMCP®)
• CFP Board, Financial Planning and Services (CERTIFIED FINANCIAL PLANNER™ Professional (CFP®))

Awards and Recognition

• Million Dollar Round Table Qualifying Member 2021-2023
  • 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

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.