Professional

Dave is a graduate of Loyola University, Maryland with a BBA in Finance. He earned his MBA in Management from Bentley University McCallum Graduate School of Business.

With nearly a decade of experience working with Northwestern Mutual, Dave holds the following professional designations from the American College of Financial Services.

Chartered Life Underwriter® (CLU®) The premier designation for insurance professionals. Launched in 1927, the Chartered Life Underwriter (CLU®) is the insurance profession's oldest standard of excellence. Today, it continues to be the credential for practitioners who desire to provide their clients with the security of life insurance and risk management. Since its inception, tens of thousands of financial services professionals have obtained this prestigious designation. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.

Chartered Financial Consultant® (ChFC®) Advanced planning for every person and every need is the promise of a ChFC® designation. Comprised of eight college-level courses that address all aspects of financial planning, with a focus on the practical applications of those principles based on real-life case studies, the ChFC® curriculum includes course work extensive education and application training in financial planning, income taxation, investments, and estate and retirement planning.

Retirement Income Certified Professional® (RICP®) RICP® designation equips advisors with the knowledge to effectively manage the transition from asset accumulation during a client's working years to asset decumulation using smart strategies for creating secure sustainable income in retirement. The RICP® curriculum covers retirement income planning, maximization of Social Security and other income sources, minimizing risk and management of a client's portfolio during the asset distribution phase.  

 

 

 

David A Birkenstock, MBA, CLU®, ChFC®, RICP®

Wealth Management Advisor

  • Mobile 561-351-6542
  • Office 609-750-3607

 

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