Daniel J Gerstenhaber, MBA, CLU®, ChFC®, CFP®, AEP®

Wealth Management Advisor

Professional

Have you ever asked yourself any of the following questions:

“How do I determine how much life insurance I really need?”

“What is my business worth and how will I turn it into my nest egg?”

“When and how much should I begin saving for retirement?”

“How much capital do I need to start my business?”

“How much will my savings be worth in 30 years?”

“How much money do I have to save in order to maintain my current lifestyle?”

You want freedom and comfort. You want to spend time with your family, knowing that regardless of what happens, you can live the future you have worked for and dreamed of–retirement, legacy, living with dignity and honor.

Our clients don’t want products. They want a Plan.  I fight for you to make sure your dreams are funded and protected. My team and I will work with you to define your concerns and find the best solutions. You don’t need every product on the market. You need the right products that will serve you. We are able to help you by creating a financial plan that is aligned with your most important goals and most deeply held values.

I joined the Northwestern network in March of 1990.  During my time with the Northwestern family, I have served a variety of clients, including individuals, families, corporations and trusts. Since my very first day on the job, my top priority has always been to serve you, my client. I’ve built many successful relationships that span decades by keeping your interests as my top priority.

In addition to an MBA in Finance from New York University and Certifications from the from the American College and The Certified Financial Planners Board of Standards, I bring with me 15 years of experience working in a corporate setting. Much of my prior experience was at large Fortune 500 firm, while some was as the VP of Finance at a mid-sized firm.

Personally, I have a wife and two daughters who I love. Just like you, I want to make sure I provide the best life for them that I can.

 

Professional Designations and Certifications
Dan has earned the following professional certifications and designations to further enhance his ability to provide financial solutions to his clients.

 

Certified FinancialPlanner™ (CFP®)
The Certified Financial PlannerTM (CFP®) certification is one of the most recognized financial planning marks in the world. 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.

Chartered Life Underwriter (CLU)
The Chartered Life Underwriter (CLU) 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, 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 designation symbolizes continuing growth and commitment to professionalism

Chartered Financial Consultant (ChFC)
The Chartered Financial Consultant (ChFC) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

Associations and Memberships

  The Mercer County Chamber of Commerce

  • Society of Financial Professionals
  • National Association of Insurance and Financial Advisors
  • The Financial Planning Association
  • Mercer County Estate Planning Council
     

 

 

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