Professional

Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.

Certifications & Designations

CFP® (CERTIFIED FINANCIAL PLANNER™)

The CERTIFIED FINANCIAL PLANNER™(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.

CLU® (Chartered Life Underwriter)

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.

ChFC® (Chartered Financial Consultant)

The ChFC® program provides the most current and comprehensive financial planning education by combining the key financial planning fundamentals, with practical applications to put those theories to work. With content in the curriculum that addresses topics such as: behavioral finance, special needs planning small business planning, financial planning for clients in the LGBT community, financial planning for divorce complexities and more, ChFC® designees are trained to masterfully handle a wide variety of modern financial topics.

CASL® (Chartered Advisor for Senior Living)

The CASL® designation focuses exclusively on providing comprehensive knowledge on the full range of financial, health, psychological and sociological issues confronting older clients. In earning the CASL® designation, professionals gain a thorough understanding of health and health care insurance-related issues, long term care insurance, planning for pension distributions, suitability of investments, federal estate taxation and counseling on key family decisions.

Years of Experience

Representing Northwestern Mutual since 1987.

Education

Degree Major Institution
Bachelor of Science Business Babson College

Awards and Recognition

 

Million Dollar Round Table Life Member 2007-2008, 2010, 2018

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 2005, 2009, 2011-2017, 2019-2020

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 2011-2015, 2017

Award recognizing commitment to excellence in service to clients and industry

 

National Quality Award 1994, 1996-2010

Award recognizing persistency and performance

David Jay Vine, CFP®, CLU®, ChFC®, CASL®

Financial Advisor

 

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