David M. Lewandowski financial advisor at Insurance Planning, found his passion in the financial service industry at a young age. His father David R. Lewandowski introduced him to Squawk Box a morning weekday show on CNBC at 8 years old. It would then become an obsession for him to follow & track the markets daily movements.
As an intern in 2012 he was able to witness first hand the difference he could make in peoples lives. After graduating from Illinois State University in 2013 with a degree in finance, minor in insurance he joined Insurance Planning. He became securities licensed in 2014 & an investment advisor representative in 2015. David educates his clients on investing early & the power of compound interest over time. "You can only work so hard, you need to have your money work as hard as you do".
As a financial advisor I strive to help individuals, families, & business owners plan for a sound financial future so they can focus on enjoying the important things today. It' my job to not only help balance the ups & downs of life, but to create confidence in a lifelong financial plan. Everybody's financial situation is different & it's not a one size fits all approach. Our customized investment philosophy, strategic partners, tax efficient strategies, & financial planning software gives us the ability to be mobile in an ever changing financial environment.
Education
CPFA
Series 6, 63, 65
Life & Health, Property & Casualty Insurance Licenses