ENVISIONING AND
OPTIMIZING FINANCIAL FUTURES
Prescient Financial Solutions helps pre-retirement individuals, business owners, corporate executives and those becoming affluent to manage the accumulation, distribution and succession of their wealth. With our attention to detail and uncanny knack of envisioning potential variables, we act as financial engineers who craft integrated plans and consistently fine-tune them for optimized results.
Congratulations to Jerry David. His dedication and passion for putting clients first and helping them live the life they want has made him one of the industry's top financial advisors for five years running. Jerry David with Prescient Financial Solutions has been named a Top 1,200 Financial Advisor by Barron’s, Best-In-State Wealth Advisor and Top Financial Security Professional by Forbes, and a Top 400 Financial Advisor by Financial Times.
Also recognized in 2019
Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.
Barron’s “Top 1,200 Financial Advisors” list (March 2023). Based upon data as of 9/30/2022.
Forbes "Best-in-State Wealth Advisors" list (April 2022), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2021.
Forbes Best-In-State Top Financial Security Professionals list (July 2022). Research and ranking provided by SHOOK Research. Based upon data as of 12/31/2021.
Forbes Top Financial Security Professionals list (October 2021). Research and ranking provided by SHOOK Research. Based upon 2020 Data.
The Financial Times “Top Financial Advisers” list (April 2020). Produced annually by Ignites Research, on behalf of the Financial Times. Data as of 6/30/2019.
The Financial Times “Top Financial Advisers” list (April 2019). Produced annually by Ignites Research, on behalf of the Financial Times. Data as of 6/30/2018.
Forbes "Best-in-State Wealth Advisors" list (April 2023), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2022.