David Mesa RICP, CLTC, BA in

David Mesa RICP, CLTC, BA

Login to view DISC.
Wealth Management Advisor at Mesa Wealth Management-Northwestern Mutual
📍 Green Bay, Wisconsin, United States

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.

Read the full overview →
Experience
15 Years
Current Role
Wealth Management Advisor
Location
Green Bay, Wisconsin, United States
Personality Overview

How David 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 David cares 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.
+4 more topics Login to view topics
Career

Work history

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

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2007 - 2012
Bachelors
University of Wisconsin-Green Bay
2009 - 2010
Marketing/Spanish
University of Deusto
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.

More profiles

Discover additional public profiles from our index.

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