Herb Foedisch, CFP®, CLU®

Wealth Management Advisor

Professional

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

Mission Statement

 

 

"Our mission is to help clients attain financial security for their families and businesses. We are committed to providing expert guidance and innovative solutions as clients are making some of the most important planning decisions in their lives. Because none of us can predict the future, We will help you prepare for the best and worst case scenarios and create a long-term relationship based on quality service and integrity."

—Herb Foedisch & Team

 

Education and Designations

Herb Foedisch has been part of the financial services industry since 1987. He is a graduate of Santa Clara University with a Bachelor of Science degree in Economics.

He received his Chartered Life Underwriter (CLU®) designation  in October of 1995 from The American College.

 

The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.

 

Herb has also earned the Certified Financial Planner™ (CFP®) certification.

 

The Certified Financial Planner™(CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies 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. The certification differs from an educational designation or state license in that 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

 

Herb Foedisch has been a member of the Million Dollar Round Table (MDRT) 1999-2005 and qualified as a Life Member.

 

Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards. 

 

 

 National Quality Award (NQA) 

Herb Foedisch has received the National Quality Award (NQA) 1999-2006 . 

NAIFA's longest-standing award, the National Quality Award recognizes NAIFA members for competence and dedication as indicated by their persistency records. Those who qualify for the NQA understand their clients' needs. The policies they sell remain in force for when their clients need them most.

Herb is a member of the National Association of Insurance and Financial Advisors.  

Other Awards:  

  • National Sales Achievement Award (1990-1997, 1999, 2002)
  • YMCA of San Francisco volunteer of the year 1996

Associations and Memberships

 

 

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