David Mesa RICP, CLTC, BA

Examiner
DISC Type : cs

Wealth Management Advisor at Mesa Wealth Management-Northwestern Mutual

Green Bay, Wisconsin, United States

Overview

David Mesa is the CEO, Founder, and Wealth Management Advisor at Mesa Wealth Management, affiliated with Northwestern Mutual. A graduate of the University of Wisconsin-Green Bay, he specializes in creating customized financial security solutions for families and businesses, earning recognition from Forbes.

Davids practice is guided by his values of faith and family, aiming to help clients become "financially, physically and spiritually strong. " He is an active community supporter, mentoring teens through the Be Great Graduate program with the Boys & Girls Club of Green Bay.

Unique fact: David is a first-generation college graduate.

Personality Overview

Unexpressive

Status Quo Seeker

Overcautious

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  They are thorough and always follow a systematic approach. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Financial Security
His practice is centered on helping clients define and achieve financial security through customized solutions, a recurring theme in his professional mission.
Retirement Planning
He actively advises clients on retirement income strategies, often discussing the roles of 401(k)s, IRAs, and annuities in a comprehensive financial plan.
Community Mentorship
He is a dedicated supporter of the Boys & Girls Club of Green Bay, where he serves as a mentor for teens in the Be Great Graduate program.

Media Appearances

David has no verified media appearances

Work History

2-2011
Wealth Management Advisor at Mesa Wealth Management-Northwestern Mutual
1-2010 - 5-2010
Marketing Representative at AisiaHoteles
5-2009 - 12-2009
Sales Associate at Packers Pro Shop

Education

2007 - 2012
Bachelors from University of Wisconsin-Green Bay
2009 - 2010
Marketing/Spanish from University of Deusto

More Information

Social Presence :

Prographics :

Exp : 15 Location : Green Bay, Wisconsin, United States Job Level : N/A Designation : Wealth Management Advisor at Mesa Wealth Management-Northwestern Mutual
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Ask them which other stakeholders would be important for this purchase decision
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't push them too hard to make fast decisions, give them time
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from David

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will David move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can David take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And David

Personality Compatibility


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