Professional

David began his career with Northwestern Mutual in July 1991 to focus his career and client guidance on complex estate, tax, and business planning. David has nearly 30 years of experience and is dedicated to his own professional growth, and has achieved his CFP®, ChFC®, and CLU® designations. David also holds his SIE, Series 7, Series 66, Series 6, and Series 63, as well as Life, Health and Long Term Care licenses.

CERTIFIED FINANCIAL PLANNER™
The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board's Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

CHARTERED FINANCIAL CONSULTANT (ChFC®)
This is a mark of excellence for almost thirty years and currently requires nine college-level courses, the most of any financial planning credential. Average study time to earn the ChFC® exceeds 400 hours. Required courses cover extensive education and application training in financial planning, income taxation, investments, and estate and retirement planning. Additional electives are chosen from such topics as macroeconomics, financial decisions for retirement, and executive compensation. ChFC® designees must meet experience requirements and adhere to continuing education and ethical standards. The credential is awarded by The American College, a non-profit educator founded in 1927 and the highest level of academic accreditation.

CHARTERED LIFE UNDERWRITER (CLU®)
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.

Associations and Memberships

NAIFA President

Awards and Recognition

 

Million Dollar Round Table Qualifying/Life Member 2011

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

David E Beaman, CLU®, ChFC®, CFP®

Wealth Management Advisor

 

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