David C Fortosis Jr, CFP®, CLU®

Financial Advisor

 


Helping Create Your Financial Plan

 

Determining what financial security means to you is important — and it’s quite possible that your vision is different than a colleague or a relative. It’s also likely that your vision will change throughout your lifetime — as you ascend in your career, start a family, educate your children, and enter retirement.

 

By aligning with you on your vision, and understanding your specific future financial goals, my team can help guide you by creating a personalized financial plan.

 

And because financial security takes more than just planning, we’ll partner together to proactively evaluate and adjust your plan as is necessary and advantageous over time. Together, we'll embark on a path that maximizes your resources today, and positions you for your best possible financial future.

 

The Northwestern Mutual Difference

Backed by the resources of Northwestern Mutual, my team will serve you with exclusive access to a variety of comprehensive tools and services. Your personal vision, paired with the strength of Northwestern’s extensive planning and action-based resources, provides a strong foundation to achieving your financial security.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

Northwestern Mutual’s Awards & Accolades

We win a lot of awards. Some things you’d expect. Others might surprise you. Take a look.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck