Dave Czarnecki, CFP®, CLU®, ChFC®, RICP®, WMCP®, CLTC® in

Dave Czarnecki, CFP®, CLU®, ChFC®, RICP®, WMCP®, CLTC®

Login to view DISC.
Wealth Management Advisor at Northwestern Mutual
📍 Greater Milwaukee, United States

Dave Czarnecki is an award-winning CERTIFIED FINANCIAL PLANNER™ with Northwestern Mutual, bringing nearly 15 years of experience to his clients. He specializes in creating comprehensive financial plans for physicians, families, and entrepreneurs, focusing on wealth management and tax-efficient strategies. He holds multiple designations, including CLU®, ChFC®, and RICP®.

Dave is a Milwaukee native, married with three children. A passionate tennis player, he was deeply influenced by his high school coach at Brookfield Central, who instilled in him a love for the lifetime sport. His Twitter profile also shows he is a dedicated Packers fan.

Before becoming a financial advisor, he spent several years in software development at Northwestern Mutual, building risk product illustration tools.

Read the full overview →
Experience
17 Years
Current Role
Wealth Management Advisor
Location
Greater Milwaukee, United States
Personality Overview

How Dave shows up

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.

Login to view personality overview.
Priorities

Topics Dave cares about

Financial Planning
His mission is to help clients avoid financial regret by creating customized, long-term game plans to manage wealth and mitigate risk.
Supporting Entrepreneurs
A core part of his practice involves helping business owners with financial security, including creating strategies for business succession.
+5 more topics Login to view topics
Career

Work history

2017
Wealth Management Advisor
Northwestern Mutual
2008 - 2017
Various Roles
Northwestern Mutual
BNI Business Achievers
Part-time
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2004 - 2008
Bachelor's Degree
Ripon College
1-2012 - 12-2025
CLU®
The American College of Financial Services
2008 - 2012
FLMI
Life Office Management Association (LOMA)
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other Northwestern Mutual Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Dave. Free, 10 seconds.