David Schimberg in

David Schimberg

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Co-Founder & Private Wealth Advisor at LiveWell Capital -Northwestern Mutual
📍 Cincinnati, Ohio, United States

David Schimberg is the Co-Founder and a Private Wealth Advisor at LiveWell Capital, a Northwestern Mutual Private Client Group firm. An alumnus of the University of Michigan, he focuses on creating multi-generational financial plans that help clients align their wealth with their core values.

Based in the Chicago area, David lives with his wife and three children. He is a family-oriented person who enjoys traveling and playing golf in his free time. He is also actively involved in his community through philanthropy.

He has been recognized by Forbes as a "Best-In-State Wealth Advisor" for three consecutive years (2022-2024).

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Experience
30 Years
Current Role
Co-Founder & Private Wealth Advisor
Job Level
Leadership
Location
Cincinnati, Ohio, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics David cares about

Holistic Financial Planning
His firm's mission is to help clients create multi-generational wealth plans, ensuring their work and effort continue for years to come.
Market Commentary
He actively shares market analysis from Northwestern Mutual's CIO, focusing on economic growth, inflation, and key market developments.
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Career

Work history

9-2020
Co-Founder & Private Wealth Advisor
LiveWell Capital -Northwestern Mutual
9-2020 - 4-2022
Co-Founder and Private Wealth Advisor, LiveWell Capital, Northwestern Mutual Private Client Group
Northwestern Mutual
5-1996 - 8-2020
Wealth Management Advisor
Northwestern Mutual
In the press

Media appearances

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Education
1982 - 1986
BS
University of Michigan
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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