Dave Schwartz, Modern Woodmen of America

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United States
San Ramon, CA
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/

11/02/2026

10/29/2026

Ready for more out of life? Treat yourself to a career move.

At Modern Woodmen we pair purpose and impact. As a financial representative, you'll help families plan for their financial future while helping your community.

Ready to learn more? Let's talk.

10/22/2026

You bring the drive. We'll provide the training, mentorship and support.

Build a career with purpose, help families plan for the future and make a difference in your community.

Ready for what's next? Let's connect.

10/15/2026

Career change? Not as scary as may seem.

If you've been thinking about a career with more flexibility, purpose and growth potential, it may be time to explore something new.

As a Modern Woodmen financial representative, you'll have the opportunity to help others achieve financial security while building a business of your own.

Sometimes the biggest rewards start with taking the first step. Let's connect.

10/08/2026

What do college athletes and financial representatives have in common? Teamwork, discipline, a positive attitude and the drive to keep improving.

If those qualities sound like you, your next chapter could start here. Let's talk about a career with purpose, flexibility and growth.

10/01/2026

Just as the leaves change each fall, your goals and priorities can change, too. If your current career no longer feels like the right fit, it may be time to turn over a new leaf.

A career as a Modern Woodmen financial representative offers flexibility, purpose and the opportunity to build your own business while making a difference in the lives of others.

Let's talk about what's next.

Address

San Ramon, CA
94583

Website

https://reps.modernwoodmen.org/dschwartz/

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