David M Gruen

David Gruen began working with Northwestern Mutual, in Miami, at the end of 2010. He concentrates on clients who are business owners or independent contractors and who are also in the highest tax brackets, generate revenue up to 50 million, or have 500 employees. David Gruen is both a CFP® professional and ChFC® and is considered a resource for other advisors throughout the country as one of only a few Business & Estate Planning Specialists.

David Gruen grew up in the world of his father's very high-end CPA practice in Washington, DC and, because of knowledge gained, concentrates specifically on

• • creditor protection,
  • managing the impact of taxes,
  • liquidity needs, and
  • goal savings.

Gruen spent the first four years of his career creating a College Unit for the Miami Office from inception to an award-winning program. After briefly running the office in Downtown Miami he struck out on his own to create Gruen Financial, focused on working with business owners and helping them thrive and sell or transfer. He is in demand for speaking engagements with various college organizations, as well as internally with offices around the country at Northwestern Mutual.

Gruen has been invited and attended multiple dedicated schools and training courses in order to grow his knowledge base and technical expertise. In addition he attends multiple conferences a year to maintain a current knowledge base on the ever changing financial climate. He is committed to finding outside of the box solutions for clients to put them in the strongest financial position possible and consistently ranks among Northwestern Mutuals best practices.

Financial Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.