David J Owsik
Wealth Management Advisor|AEP®, CFP®
Personal
Dave and his wife of more than 40 years, Peggy, live in Newtown Square, Pennsylvania. They have three sons, a daughter, and six grandchildren.
A lifelong athlete, Dave enjoys playing golf at Rolling Green and rooting for the St. Joe's Hawks and the Philadelphia Phillies. In his free time, you can find him on the sidelines at his grandkids' baseball, soccer, and lacrosse games, and on the beach in Ocean City, New Jersey.
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.
Amigos de Jesús
For the last ten years, Dave has been a supporter of Amigos de Jesús, a home for impoverished children in Honduras.
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.
Designations
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.
Education
Dave earned a Bachelor of Arts in Political 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 (MDRT) 17 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.
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.
