Dave Schwartz, Modern Woodmen of America

Dave Schwartz, Modern Woodmen of America I assist individuals, families, and businesses with their finances, both today and in the future. We secure futures with financial guidance and products.

As a Modern Woodmen Managing Partner, I use my knowledge of the financial services industry to coach, mentor, and motivate a team of financial representatives in the Southern California area. I not only enjoy leading my passionate team of financial representatives, but also enjoy working with Modern Woodmen members help develop a personal financial strategy unique to their needs and goals. My role

is to help members:
• Define your goals and objectives.
• Assess your current financial situation.
• Create an affordable plan that will grow with you in the future.
• Help you get started and then review and adjust your plan over time. Modern Woodmen of America is a member-owned fraternal financial services organization. As a fraternal, our members enjoy social, educational, and volunteer activities as well as special member benefits. Since 1883, Modern Woodmen has brought people together, supported families and strengthened communities nationwide. Modern Woodmen - touching lives, securing futures. Feel free to contact me at:
(949) 412-9749
[email protected]
Website: www.modernwoodmen.org

Learn more about how we operate on social media at https://www.modernwoodmen.org/smterms/

09/07/2026

What's important to you in a career? Share your answers in the comments!If your answer is "both" more often than not, a ...
09/03/2026

What's important to you in a career? Share your answers in the comments!

If your answer is "both" more often than not, a Modern Woodmen career might be worth exploring. Let's talk!

Is this your final season as a student-athlete?If you're wondering what's next, consider a career as a financial represe...
08/27/2026

Is this your final season as a student-athlete?

If you're wondering what's next, consider a career as a financial representative. The skills you've developed through sports – teamwork, discipline, problem-solving and determination – can translate into a successful career helping individuals and families achieve their financial goals.

Ready to explore your next opportunity? Let's connect.

If you enjoy helping people and building relationships, you already have a great foundation for this career. Let's conne...
08/20/2026

If you enjoy helping people and building relationships, you already have a great foundation for this career. Let's connect.

Why Modern Woodmen? Hear why real financial representatives chose to work with us!
08/13/2026

Why Modern Woodmen?
Hear why real financial representatives chose to work with us!

Feeling stuck in your current career?A career as a financial representative could be the fresh start you've been looking...
08/06/2026

Feeling stuck in your current career?

A career as a financial representative could be the fresh start you've been looking for. Enjoy the opportunity to be your own boss, grow professionally and make a difference in the lives of others every day.

Interested in learning more? Reach out today!

Address

San Ramon, CA
94583

Website

Alerts

Be the first to know and let us send you an email when Dave Schwartz, Modern Woodmen of America posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Dave Schwartz, Modern Woodmen of America:

Shortcuts

Share

Category