Professional

Dan Schiffman is published in The Baltimore Business Journal

In September, 2018 Dan Schiffman spoke to the Baltimore Business Journal about wealth management. In the piece, entitled "Table of Experts, Wealth Management," Dan speaks about what people need to consider when working with a financial planner. To read the full piece, click here.

The Baltimore Business Journal

To read other articles featuring Dan, click here.


Professional Background

Calling oneself a professional doesn't really make one a professional. As a Northwestern Mutual Wealth Management 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.

  • CERTIFIED FINANCIAL PLANNER(CFP®)
  • Certified in Long-Term Care (CLTC)
  • Chartered Life Underwriter (CLU®)
  • Northwestern Mutual Forum Award, 2012-2013, 2015-2019
  • 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, January 2015, January 2019.

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 2001-2009

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

Million Dollar Round Table Qualifying/Life Member 2010-2017

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

National Association of Insurance and Financial Advisors Quality Award 2011-2016

Award recognizing commitment to excellence in service to clients and industry

 

National Quality Award 2001-2010

Award recognizing persistency and performance

Daniel J Schiffman, CFP®, CLU®, CLTC®

Wealth Management Advisor

 

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