Daniel Rosenfeld

I believe it is important to provide financial education and guidance regardless of age or stage in life. I am devoted to help business owners, professionals and families understanding and achieving their financial goals through enduring and long-term relationships, that's why my approach is to work very close with clients to help identify their needs and focus on practical solutions. In a noisy environment that sometimes raises uncertainty, I can help achieve results in a proactive way. Since everybody needs coaching in certain areas of their life, I'm a specialist in the financial arena.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.