David P Cerny
Wealth Management Advisor|CLU®, ChFC®
Personal
Dave Cerny and his wife Karen live in Delafield, Wisconsin; they have three adult sons – Mitchell, Mackenzie, and Luke.
Dave enjoys golfing, fishing, travel and other outdoor activities. He and Karen spend a lot of the summer months enjoying their lake home in northern Wisconsin.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Professional
Dave Cerny joined Northwestern Mutual right after graduating from University of Wisconsin-Madison. As a goal-oriented individual, a career as a Financial Representative gives Dave the opportunity to have an impact in his clients' lives while maintaining an entrepreneurial spirit.
Dave Cerny applies a holistic approach to ensuring his clients’ needs are taken care of and enjoys working with a diverse clientele. Through personal commitment, professional associations and continuing education, Dave has worked hard to establish a reputation as a respected professional and to gain the trust of clients. He is an active member of the following:
Associations and Memberships
- The Chartered Life Underwriter (CLU) designation is the undisputed professional credential for persons involved in the protection, accumulation, preservation and distribution of the economic values of human life. The CLU designation is the common bond for continuing growth and commitment to professionalism.
- The Chartered Financial Consultant (ChFC) designation prepares financial representatives to meet the advanced financial planning needs of individuals, professionals, and small-business owners, including insurance, income taxation, retirement planning, investments, and estate planning.
- The National Association of Insurance and Financial Advisors (NAIFA)’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
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.
