After graduating Santa Clara University and spending 5 years playing professional soccer, I realized I wanted a career where I can build truly meaningful relationships with people. I started my career with Northwestern Mutual as an intern in 1994.  Ever since, I have been able to help my clients achieve financial freedom while developing long-lasting relationships.

My goal is to help my clients protect what is important to them by building a solid foundation and helping them grow from there. My staff and I work hard to build a comfortable atmosphere so that our clients feel free to ask questions, call with requests and meet on a regular basis to make sure that their goals are continually revisited and meet the needs of their ever-changing lives.

I have also obtained the designation as Chartered Life Underwriter, CLU®.



Major Name School
Finance Santa Clara University

Licensing & Registrations


Series 7 & 66
CA Long Term Care License
California Life & Health - License #0B31083

Awards and Recognition


Name Received Date
FORUM 2001
Platinum Leader - Western 2001
Gold Leader - Western 2000
Diamond Star Club 2001-2008
Emerald Star Club 2000
Life Impact 2000-2008
Silver Award 1996
Bronze Award 1995
Pacemaker 2003-2004, 2007-2008
Most Valuable Producer 2006-2008
GA Growth Award 2004, 2006
Achievement Award 2000-2007
Dan Madsen

Dan Madsen, CLU®, ChFC®

Wealth Management Advisor


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