David W Mc Quade, MBA, CLU®, ChFC®, CASL®, RICP®

Wealth Management Advisor

Professional

David McQuade has been a part of the financial services industry since 1998.  After 13 years of operating his own retail stores and learning first hand of issues facing business owners, he returned to a career in financial services with greater perspective and empathy.  He gives a great deal of focus to the legal community giving financial advice to attorneys and their firms.

Education

  • Bachelor of Science in Political Science from Central Michigan University
  • Master of Business Administration from National University

Designations

  • Chartered Financial Consultant (ChFC(R)) Designation
  • Chartered Life Underwriter (CLU(R)) Designation
  • Chartered Advisor for Senior Living (CASL(R)) Designation

You and your family should consider seeking out an advisor that has credentials demonstrating expertise in helping you achieve your financial goals.  A Chartered Financial Consultant  ChFC(R) is a qualified professional who can provide comprehensive financial planning for your financial security.

A ChFC(R):
      Pledges to place your interests above all else when helping to establish financial goals and implement a financial plan.
      Pledges to follow the latest industry developments and legislative challenges to help you chart a steady course of financial
       security.
      Pledges to adhere to a strict code of ethics.
      Is committed to providing you with superior service.
      Has successfully completed a comprehensive curriculum from The American College.
      Has a minimum of three years of qualifying professional experience.
      Is one of a select group within the financial services industry to earn the ChFC(R) designation.

Since its inception in 1982, more than 37,000 professionals have earned the ChFC(R) designation.

He has earned his Chartered Life Underwriter (CLU(R)) designation from the American College.

 

  The Chartered Life Underwriter (CLU(R)) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU(R), helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU(R) designation symbolizes continuing growth and commitment to professionalism.  

 

  • Associations and Memberships

NAIFA David is a member of the National Association of Insurance and Financial Advisors (NAIFA).

The mission of NAIFA is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.

NAIFA is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.

  • San Diego Bar Association
  • Lawyers Club of San Diego
  • San Diego Rotary
  • NAIFA
  • University Club of San Diego
  • Million Dollar Round Table Qualifying Member 2014-2015
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck