Daniel Q Scharff, CLU®, CFP®

Wealth Management Advisor

Professional

Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.

 

Professional Background

Dan Scharff is proud to be a third generation Northwestern Mutual advisor, following in the footsteps of his father & grandfather. He began working for Northwestern Mutual shortly after graduating cum laude from Georgetown University in 2001, with a double major in finance and international business.

For the next 11 years, Dan’s practice was based in Manhattan, serving high-level clients on Wall Street and beyond.  He created a thriving practice working with executives in the financial services industry – at hedge funds, private equity firms and the world’s largest investment banks – as well as attorneys, business owners and physicians.  He has put over $1.4 billion of life insurance into force.

In 2012, Dan and his family returned to his hometown of St. Louis, Missouri. Dan continues to serve his expanding client base in New York, across the country, and across the globe. He maintains his office in New York, frequently traveling there to meet with clients.
 

Education

Georgetown University: Bachelor of Science in Business Administration
 


Designations
 

CLU®
Chartered Life Underwriter

The CLU designation is the undisputed professional credential for persons involved in the protection, accumulation, preservation and distribution of the economic values of human life. For Financial Representatives such as Dan Scharff, as well as field managers and others involved in providing life insurance products to the public, the CLU designation is the common bond for continuing growth and commitment to professionalism.

CFP®
Certified Financial Planner

The CFP designationidentifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. It is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.
 


Awards and Recognition


Million Dollar Round Table
2004, 2007-2009, 2011-2014
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.
 

National Association of Insurance & Financial Advisors Quality Award
2011-2014
Award recognizing commitment to excellence in service to clients and industry.
 

Forum Member
2010-2014
Honor distinguishing the top producers in the company.
 

National Quality Award
2006-2010
Award recognizing persistency and performance.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck