Professional

Dave Rasak is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, and began his career with Northwestern Mutual in Los Angeles in 2012.   Dave specializes in the legal, commercial real estate and medical communities advising on investment, retirement and creative tax planning strategies.   He prides himself on creating meaningful connections with his clients that evolve into long-lasting relationships that strengthen over time.   Dave’s in-depth experience in the non-qualified planning space allows him to craft tax-efficient solutions for his clients while focusing on helping them plan for life’s unique challenges.

In addition to his CFP®, Dave holds the Chartered Financial Consultant (ChFC)®, Charted Life Underwriter (CLU)® and Retirement Income Certified Professional (RICP)® designations from the American College of Financial Services.  Demonstrating subject matter expertise in comprehensive financial planning, risk management and retirement income distribution planning.  Dave also holds his Series 6, Series 7, Series 63 and Series 65 securities licenses

Dave is a graduate of Western Michigan University with a Bachelor’s degree in Organizational Communication.

Dave splits time between Los Angeles and Honolulu enjoying the incredible beaches, impressive restaurants and thriving culture that Southern California and Oahu provide.

CFP® - Certified Financial Planner®

The CERTIFIED FINANCIAL PLANNER® certification is one of the most recognized financial planning marks. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients.

The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

ChFC® - Chartered Financial Consultant

Chartered Financial Consultant ChFC® is an advanced planning designation that also covers real-world, practical planning applications for special circumstances, including in-depth coverage of planning for business owners, single-parent and blended families, LGBT families and special-needs situations. The program also addresses retirement income planning, behavioral finance issues, estate planning and the most current planning standards and practices.

CLU® – Chartered Life Underwriter®

Chartered Life Underwriter® designees have expertise in a broad array of personal risk management and life insurance planning issues for individuals, business owners and professional clients. Their training includes an emphasis on ethics, professionalism and a holistic and comprehensive approach to addressing insurance planning needs.

RICP® - Retirement Income Certified Professional®

Retirement Income Certified Professional® Using the most current retirement portfolio management techniques, the RICP® advisor helps to identify retirement income needs and objectives relative to the client’s lifestyle goals in retirement. Individuals who earn an RICP® designation can provide knowledgeable advice on a broad range of retirement topics including the proper use of annuities, mitigation of risks to retirement income planning, estate issues, Social Security, health insurance, housing decisions, and income taxation.

The RICP® educational curricula is one of the most complete and comprehensive programs available to financial advisors whose goal is to help their clients create sustainable retirement income.

Focus of Expertise

As a representative of the Northwestern Mutual Wealth Management Company, I am able to provide you with customized recommendations that will help you plan for your financial future.

Financial Planning

Retirement Planning & Income Strategies

Investment Planning & Strategies

Disability Planning

Education Planning & Funding

Long-Term Care Planning

Business Planning & Succession

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.

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