Darrin Englebert, CFP®, RICP® in

Darrin Englebert, CFP®, RICP®

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Partner - Mosaic Financial Partners at Mosaic Financial Partners
📍 Milwaukee, Wisconsin, United States

Darrin Englebert is a Partner and Wealth Management Advisor at Mosaic Financial Partners with Northwestern Mutual. A CERTIFIED FINANCIAL PLANNER™ and Retirement Income Certified Professional®, he specializes in creating financial plans for physicians, dentists, and successful families. He holds a BBA from the University of Wisconsin-Milwaukee and an MBA.

Outside of his professional work, Darrin is actively involved in his Wisconsin community. He supports various causes, including youth financial literacy, local arts events, and childrens healthcare through planned giving. The presence of a "Pets of Mosaic" page on his firms website suggests he is likely a pet lover.

He has been recognized by Forbes as a Best-in-State Financial Security Professional.

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Experience
31 Years
Current Role
Partner - Mosaic Financial Partners
Location
Milwaukee, Wisconsin, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Darrin cares about

Wealth Management for Physicians
He is a member of Physicians Nationwide and specializes in helping doctors and dentists build customized financial plans, often starting from their residency.
Retirement Income Planning
As a Retirement Income Certified Professional (RICP®), he focuses on helping those in or nearing retirement convert assets to fund their lifelong goals.
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Career

Work history

10-2019
Partner - Mosaic Financial Partners
Mosaic Financial Partners
3-2009
Wealth Management Advisor
Northwestern Mutual
1-2007 - 3-2009
Director, Local Sales Channel
Manpower
9-2004 - 12-2006
Director, Market Intelligence
Manpower
8-2000 - 9-2004
Manager, Internet Business Development and Planning
Manpower
In the press

Media appearances

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Education
1992 - 1997
BBA
University of Wisconsin-Milwaukee
1999 - 2003
MBA
Keller Graduate School of Management of DeVry University
Education details unavailable
Ashwaubenon High School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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