Professional

Calling oneself a professional doesn't really make one a professional. As a Northwestern Mutual Financial Advisor, professionalism is defined not only by the measure of one's experience, education and accreditation, but by one's character and professional standard of practice in supporting clients as a trusted financial expert.

Through personal commitment, professional associations, accreditations and continuing education, Dan has worked hard to establish a reputation as a respected professional and to gain the trust of clients. Please take a moment to review Dan Schiffman's experiences and accomplishments.

Professional Background

  • CERTIFIED FINANCIAL PLANNER(CFP®)
  • Certified in Long-Term Care (CLTC)
  • Chartered Life Underwriter (CLU®)
  • Northwestern Mutual Forum Award, 2012-2013, 2015-2017
  • Northwestern Mutual Community Service Award, 2010

Associations and Memberships

  • Certified Financial Planners Board of Standards, Inc
  • National Association of Insurance and Financial Advisors (NAIFA)
  • Association for Advanced Life Underwriting

Published Articles

  • Table of Experts, Wealth Management, click here. Baltimore Business Journal, September 21-27, 2018.
  • Is long-term care a big risk to retirement?, click here. The Daily Record, October 2, 2015.
  • Paying for College Doesn't Have to Hurt Your Retirement Plans, click here. Baltimore Business Journal, May 21, 2015.

Speaking Engagements

  • Northwestern Mutual's Eastern Regional Meeting, New York City, NY, January 2014 and January 2015.

Daniel J Schiffman, CLU®, CFP®, CLTC®

Wealth Management Advisor

 

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