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Dave Czarnecki, CFP®, CLU®, ChFC®, RICP®
Dave Czarnecki, CFP®, CLU®, ChFC®, RICP®

Dave Czarnecki, CFP®, CLU®, ChFC®, RICP®

Top Pro

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Offers remote services
Discounts available
Offers remote services
Discounts available
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Introduction: I am a Financial Advisor with Northwestern Mutual Wealth Management Company and run my practice virtually working with clients all over the country leveraging screen sharing and video conferencing technology. I also have local business partners throughout the country that can meet face to face with clients as needed. With over 15 years of experience in the financial services industry, my mission is to educate my clients and show them how bright the future can be by following a comprehensive financial plan that is customized based on their unique circumstances. I educate clients on the most efficient use of their existing resources, keep them on task, and help them make strategic financial decisions. Most importantly, together, we help protect the things in life that are most important to them, allowing them to focus on enriching their life, accomplishing their goals, and achieving their dreams.
Overview

Current Top Pro

Hired 176 times

Serves Milwaukee, WI

Background checked

License verified

4 employees

13 years in business

Payment methods

Check, PayPal

Social media

Facebook, Instagram, Twitter

Currently a top pro

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

Jul - Dec

Jan - Jun

This pro indicated that they reviewed CDC safety guidelines for COVID-19 and pledged to do the following:

Maintain 6 feet of distance from customers

Wear masks during the job

Wear gloves during the job

Disinfect surfaces touched during the job

Featured Projects

13 photos

Reviews

Customers rated this pro highly for professionalism, responsiveness, and work quality.

Exceptional 5.0

48 reviews

5
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4
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Read reviews that mention:


Drew P.

Personal Financial Planning

Dave and I discussed my current and long term financial goals. Dave listened and asked good questions to ensure he understood was important for my wife and I. I recommend working with Dave.
Mar 14, 2021
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Verified
Catherine M.

Personal Financial Planning

Dave is so great! He is very organized and detailed in the best ways to plan for my future. He is willing to ask questions on my behalf that others would just so no to. I really appreciate how easy he is to talk to and I’m excited for the future.
Feb 16, 2021
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Verified
Jeff B.

Personal Financial Planning

Dave has been great so far, very professional. Our first time with a financial advisor and he has explained everything clearly and set our minds at ease!
Jan 28, 2021
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Verified
James G.

Personal Financial Planning

Dave has been great work with. He’s given guidance and created a plan to get my wife and I on track to the “0% tax bracket”
Jan 15, 2021
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Verified
Eric L.

Personal Financial Planning

Dave has been fantastic to work with on life insurance and financial planning for me and my wife! He explains complex products and policies clearly and easily through examples and visuals. I highly recommend working with him.
Jan 14, 2021
·
Verified
Credentials
License

License Type: Investment Adviser Representative (WI)

License verified on 9/6/2019

Background Check

David Czarnecki

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    My team and I offer a complimentary initial phone consultation with all prospective clients. We are compensated in several ways for working with clients: 1. By insurance companies through a commission for implementing insurance products that address defensive gaps in client's planning such as long-term care, disability and life insurance. 2. By broker dealers for implementing and managing investment accounts we provide advice on (IRAs, Roth IRAs, SEP IRAs, Non Tax Qualified Accounts, 529 Accounts, etc) 3. Fee-based financial planning engagement if we decide there is enough complexity where a fee-based plan is appropriate. Depending on the complexity a fee-based plan is typically $1000-$5000. NOTE: for the vast majority of clients we work with we DO NOT charge for a financial plan and offer the financial planning as a complimentary service for active clients but are happy to build a fee based plan together in a fiduciary capacity. 4. Networking/Introductions - referrals are extremely important and valuable to us and clients typically will introduce us each year to several friends/family/colleagues of theirs that they care about and think would benefit from learning about the work we do.

  • What is your typical process for working with a new customer?

    My team and I run a national financial planning practice working efficiently and virtually with clients all over the country. While we are geographically located in Milwaukee, WI and have the ability to meet in person with local clients, nearly all meetings are held via remote video conference or over the phone. We also have business partners throughout the country that we are happy to connect you with for a face to face meeting if desired. 1. Discovery meeting/initial phone consultation to learn what's on your mind and what's important to you 2. Recommendations review meeting to share specific strategies 3. Refinement/Implementation meeting 4. Periodic review meetings with active clients (anywhere from quarterly to annually or as needed on an adhoc basis)

  • What education and/or training do you have that relates to your work?

    CERTIFIED FINANCIAL PLANNER™ Professional (CFP) Chartered Life Underwriter (CLU) Chartered Financial Consultant (ChFC) Retirement Income Certified Professional (RICP) Certified in Long-Term Care (CLTC) Fellow, Financial Services Institute (FFSI) Fellow, Life Management Institute (FLMI) Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities - WI and numerous other states FINRA Series 6 & 63 Associate in Customer Service (ACS) Million Dollar Round Table (MDRT), Qualifying Member

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