David Janssen
David Janssen began his career in the management consulting industry, working with companies and executives in the midst of human capital realignment.
Embarking on my journey in the financial services industry in 2009, I brought with me a wealth of experience from working with professionals navigating career changes. My focus lies in preparing clients for significant life events like marriage, retirement, and estate transition. I believe in a comprehensive approach to financial planning, integrating various strategies from saving and investing to income protection and legacy asset management. My mission is to create tailored plans that align with each client's comfort level and long-term goals.
Educationally, I am armed with a bachelor’s degree from the University of Louisiana at Lafayette and hold FINRA Series 7, 63, 65 and Series 24 registrations, as well as Life and Health Insurance licenses. This academic and professional background equips me with the knowledge and expertise to guide my clients effectively through their financial journeys.
Beyond the realm of finance, my life is enriched by a shared passion for travel and the outdoors with my wife, June. We find joy in collecting fine wines and single-malt scotch and engaging in angling, hunting, and photography. As active supporters of the Festival International de Louisiane and contributors to various music and art programs, we believe in giving back to our community. While my allegiance lies with the Huskers, June, hailing from Massachusetts, is a fervent Red Sox fan.
Connect
Phone: 402-970-1445
Mobile Phone: 402-960-1327
E-mail: Dave@raistonewealth.com
