David Montes de Oca, CFP® RICP® CLU®
Login to view DISC.David is a Field Director and Wealth Management Advisor at Northwestern Mutual, recognized by Forbes as a 2026 Best-in-State Financial Security Professional. Based in Coral Gables, FL, he holds CFP®, RICP®, and CLU® designations and earned a Bachelor of Arts from the University of Michigan.
He is a financial professional with deep experience in guiding clients to their goals and is professionally fluent in both English and Spanish. David has a notable interest in the marine industry, particularly in the South Florida yachting community, including sales, distribution, and charter services.
In July 2026, David was named to the Forbes list of Best-in-State Financial Security Professionals.
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