David Sebring, CFP®️

Director of Planning Operations at Wise Financial - Northwestern Mutual Private Client Group
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Contact Information
us****@****om
(386) 825-5501

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Experience

  • Wise Financial - Northwestern Mutual Private Client Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director of Planning Operations
      • Oct 2022 - 1 year 3 months

      Indianapolis, Indiana, United States

  • Northwestern Mutual
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Planning Consultant
      • May 2021 - Oct 2022

      Chandler, Arizona, United States

  • Brightside
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Financial Advisor
      • Oct 2019 - Apr 2021

      Chandler, Arizona

  • Vanguard
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Aug 2017 - Sep 2019

      Scottsdale, Arizona Financial Advisor

    • High Net Worth Relationship Manager
      • May 2014 - Aug 2017

      Scottsdale, Arizona Wealth Management Consultant

    • Operations Specialist
      • Jun 2011 - May 2014

      Scottsdale, Arizona Operations Specialist

    • Client Relationship Specialist
      • Sep 2008 - Jun 2011

      Scottsdale, Arizona Client Relationship Specialist

Education

  • Northern Arizona University
    Bachelor of Science in Business Administration, Finance
    2005 - 2008

Community

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