Dawid Iwon
I help individuals and business owners structure their finances, protect their future and make better financial decisions.
About Me
My name is Dawid Iwon – I am a financial expert specializing in financial strategy, wealth management, and long-term financial development for individual and business clients. In my work, I combine an analytical approach to finance with practical experience, supporting clients in building stable and well-informed financial decisions.
My professional background is complemented by MBA studies at Frankfurt School of Finance & Management, as well as academic education at the Warsaw School of Economics and the University of Warsaw. I also completed the European Academy of Diplomacy, further developing my skills in communication, negotiations, and international relations. My professional standing is further reflected by my membership in the Million Dollar Round Table (MDRT) – an organization representing the top 1% of financial professionals worldwide.
I support clients in structuring their finances, protecting wealth, and making thoughtful decisions aligned with their personal and professional goals. My approach is based on trust, transparency, and long-term value, helping clients build financial stability and plan their future with confidence.
Organizations and institutions I collaborate with
Numbers
A few figures that best reflect the scale of my work and professional achievements.
€7 mln+
Value of Managed Portfolios
Experience in developing financial solutions that support stability and well-informed client decisions.
300+
Number of Trusted Individual and Business clients
Personalized approach and long-term relationships built on trust and consistency.
90%+
Financial Strategy Effectiveness
Delivering financial outcomes through structured planning and thoughtful implementation.
Advantages That Inspires Confidence
Here are three reasons why working with me delivers real value and meaningful results.
Experience Backed by Results
Years of practice in finance allow me to take a long-term perspective, helping clients build stability rather than focusing on short-term solutions.
Practical Financial Experience and Strong Academic Background
I combine hands-on experience with knowledge gained through my MBA at Frankfurt School of Finance & Management, as well as education at the Warsaw School of Economics and the University of Warsaw.
International Experience and Recognition
Membership in the Million Dollar Round Table (MDRT) and completion of the Executive Diploma in the Art of Diplomacy confirm a professional standard of work and a high-quality approach to collaboration.
Your goals. My expertise.
Your finances should work for your goals — not the other way around. See how I can help.
Financial Strategy
Not sure where to start or feeling like your finances are scattered? I help you bring everything together and create a plan tailored to your life goals.
Wealth Management and Investments
You are saving money but not sure if it is working hard enough for you? We find investment solutions matched to your profile and time horizon.
Insurance & Protection
What would happen to your family or business if you could not work tomorrow? I help you protect your health, life and assets before it is too late.
Retirement Planning
State pension will not be enough — the earlier you start, the better. I help you build financial independence for the future, step by step.
What People I Have Worked With Say
Testimonials from clients and partners I have worked with in the field of financial services.
Iwonna Gruber – Doctor
I value working with people who, like me, approach their profession with full responsibility for another person’s wellbeing. Dawid Iwon is exactly that kind of professional. I was looking for an approach tailored to my financial situation — investing surplus income, tax optimization, and retirement planning. Dawid met these expectations fully.
He is a truly reliable and trustworthy advisor — everything is always thoroughly considered and prepared. A recommendation given with full conviction.
Maciej Dziewulski – Software Developer
I highly recommend working with Dawid. Exactly a year ago, I asked him for advice on a mortgage. Initially, I wasn’t sure it was even possible in my situation — but Dawid proved me wrong, suggested we give it a try, and ultimately we succeeded. He guided me smoothly through the complexities of procedures and required documentation.
In short: full professionalism, extensive knowledge, and efficient communication.
Katarzyna Pilczuk – MDRT Mentor
It is with great satisfaction that I recommend Dawid, whom I had the privilege of mentoring on his path to achieving the MDRT level. From the very beginning, Dawid stood out for something that cannot be taught: ownership of his own growth and consistency in action.
Dawid is an advisor you can trust — as a client, as a leader, and as a business partner. I am convinced we will be hearing a lot more about him.
Recommendations verified
Client Reviews
Feedback from clients about my services.
Client reviews verified. Presented in their original language for authenticity
Expert Activity & Speaking
On LinkedIn I share financial insights, comment on market trends and speak at industry events. Follow my expert activity.
Get in Touch
If you would like to discuss your financial situation or have a question about working together, feel free to reach out. I personally respond to every message.
Dawid Iwon
ul. Prosta 51
00-838 Warszawa