David Fodera
Financial Advisor
Introduce me to people "Breaking The News" (i.e. Newlywed, Newborns, New Home-Buyers)
About me
David has been an advisor at NM for 2 years, helping his clients achieve financial confidence and peace-of-mind, by providing world-class support and accountability towards their individual plans. As a fully licensed financial advisor, he successfully and strategically integrates insurances and investments into his clients plans.
He works mostly with young families, (as he refers to as people "Breaking the News:" newlywed, newborns, new home-buyers) and states "these are the people that find the most value in the work we do. Especially because being in that new transition in life can come with a lot of uncertainty and stress. I strive to be their anchor and make sure they never have to worry about going backwards in their plans, not for them but for their families."
Despite being at NM for a short 2 years, David plans to be an advisor for "a minimum of 40 years," which he finds to be the advantage of working with him; since this provides his clients the opportunity to build a life-long relationship and obtain support they need.
He came into this career directly after graduating college and often states: "This will be my first, and last career." Lastly, David strives to be ranked on the Forbes Top Financial Advisors list within his working career, and believes it will be done sooner than later.
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.
