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/

06/08/2026

What things do you look for in a workplace culture? Drop your answers below!Let's schedule a time to chat to see how Mod...
06/04/2026

What things do you look for in a workplace culture? Drop your answers below!

Let's schedule a time to chat to see how Modern Woodmen matches up.

You worked hard for your degree. Now build a career that’s meaningful to you. Become a financial representative — where...
05/28/2026

You worked hard for your degree. Now build a career that’s meaningful to you.

Become a financial representative — where your success helps protect families, strengthen communities and create lasting impact.

Ready to start strong? Let’s meet.

Hitch your wagon to a new career!Our team is looking for talented and passionate financial representatives who love help...
05/14/2026

Hitch your wagon to a new career!

Our team is looking for talented and passionate financial representatives who love helping others.

If you're ready to pioneer a new career path, let’s talk.

Ready to find your perfect career fit after graduation? Apply to become a financial representative with Modern Woodmen!O...
05/07/2026

Ready to find your perfect career fit after graduation? Apply to become a financial representative with Modern Woodmen!

Our culture is all about lifting others up and helping them be their best selves. And that's reflected in the work you'll do as a financial representative.

Let's talk about your future.

Address

San Ramon, CA
94583

Website

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