Topline | David Coldwell, Aep, Clu, Cltc

See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

David Coldwell, Aep, Clu, Cltc

Financial Representative at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Northwestern Mutual</span>

Intro Book

David Coldwell is a seasoned financial professional with 53 years of experience, holding a Bachelor's degree from Florida State University, and expertise in Employee Benefits, Financial Planning, Business Succession, and Estate Planning.

Claim this Profile

Location

Palm Beach Gardens, Florida, United S...

Skills

Employee Benefits
Financial Planning
Business Sucession
Estate Planning

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$250.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So David has 53 years of experience in the financial industry, which is extremely valuable. He holds various prestigious certifications, including Accredited Estate Planner and Chartered Life Underwriter, which are highly respected in the field. He’s been working as a Financial Representative at Northwestern Mutual since 1971, which is a long-term commitment to a single company. This level of experience, combined with his certifications and location in Palm Beach Gardens, Florida, suggests that David could command a high hourly rate. Considering the average salary for financial planners in the US is around $100,000 per year, and David has been doing this for 53 years, his rate could be significantly higher. Let’s assume a rate of $250 per hour, which is on the higher end but reflects his exceptional experience and certifications.

Bio

Generated by

Topline AI

David Coldwell is a seasoned professional with extensive experience in the financial industry. He holds a Bachelor's degree from Florida State University, where he actively participated in Student Government, and has been a Financial Representative at Northwestern Mutual since 1971, boasting over 53 years of service. Proficient in multiple languages, including AEP, CLU, and CLTC, David brings a unique blend of skills to the table, including expertise in Employee Benefits, Financial Planning, Business Succession, and Estate Planning.

Credentials

Accredited Estate Planner

American College
Certified Long Term Care

Corporation for Long Term Care Certificaition
Chartered Life Underwriter

American College

Experience

Northwestern Mutual
- Financial Representative
  - 1971 - Present

Education

Florida State University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

The High-Trust Way To Connect with Decision Makers

Humans & AI working together to help you grow.

See How Many Clients You're Missing Each Month

David Coldwell, Aep, Clu, Cltc

Refer a Friend to Get
100 Credits For FREE

$250.0

Hourly Rate