David J Owsik, CLU®, ChFC®, AEP®, CFP®

Wealth Management Advisor

Professional

Dave Owsik is an Estate and Business Planning Specialist and Wealth Management Advisor who has represented Northwestern Mutual since 1984. He works closely with entrepreneurs, business owners and professionals to help them plan for financial success, solve risk management concerns and prepare exit strategies.

Dave advises clients on investment and insurance needs, as well as estate and business needs.

Dave's professional designations include the Chartered Life Underwriter (CLU®) from The American College, the Chartered Financial Consultant (ChFC®)  from The American College, the Accredited Estate Planner (AEP) from the National Association of Estate Planners & Councils and the Certified Financial PlannerTM (CFP®) from the CFP Board.

Before his financial services career, Dave worked as a teacher and coach, skills he applies in mentoring newer representatives.

Dave earned a Bachelor of Arts in Politial Science and Education at St. Joseph's University.

Associations and Memberships

Dave Owsik is a member of the National Association of Insurance and Financial Advisors (NAIFA). NAIFA's mission is to advocate for a positive legislative and regulatory environment , enhance business and professional skills, and promote the ethical conduct of our members.

Dave is also a member of the Delaware County Estate Planning Council.

Career Achievements

Dave has earned numerous awards throughout his career. He has received the National Quality Award for 28 years, and has been a qualifying and lifetime member of the Million Dollar Round Table (MDRT17 times.

The National Quality Award was created in 1944. The NQA recognizes agents whose persistency records indicate competence and dedication to the insurance industry and their clients. Agents who win this award have tangible evidence signifying that the products they sell will meet clients' needs.

Founded in 1927, the Million Dollar Round Table (MDRT) provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards. Its mission is to be a valued, member-driven international network of leading insurance and investment financial services professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck