Professional

Mark Leong began his career with Northwestern Mutual in the program in 2011 and immediately fell in love with the career. Mark jumpstarted his career by earning the Power of 10 award during his internship and never looked back. He quickly discovered why Northwestern Mutual was named as having one of America’s “Top 10 Internships” twenty-two consecutive times since 1997 according to Vault Magazine 2018 (formerly the Princeton Review).

After graduating from the University of Hawaii at Manoa, Mark converted to a full-time Financial Representative contract. In his four years full-time with Northwestern Mutual, Mark earned the Bronze, Silver, Gold, and Platinum awards, which is given to representatives in their first four years who show successful business growth.

Mark has been in the Top 50 in the nation for New Clients and Lives multiple times. He has also achieved the Million Dollar Round Table production level every year since 2016. He also has qualified for Lives Leader’s Summit every year since 2017. Mark earned his Best Year Ever award every year since he started. Recently in 2019, Mark showed his impact on clients and his community by achieving the highest amount of lives impacted that the San Diego & Hawaii Network Office has ever seen.

In 2014, Mark accepted the offer to join the office Leadership Team as the College Unit Director. As the College Unit Director, Mark helped to recruit, teach, and coach the college interns year-round. In 2018, Mark accepted the offer to become a Growth and Development Director to mentor full-time advisors entering the business.

LICENSES

  • Series 6 & 63 - Mutual Funds, Variable Annuities, Insurance Premiums
  • Series 7 - All Security Products
  • Series 65 - Investment Advisor

CERTIFICATIONS AND DESIGNATIONS

  • CFP® – The CERTIFIED FINANCIAL PLANNER™ certification indicates that the representative has in-depth theoretical and practical knowledge of personal financial planning, tax planning, employee benefits and retirement planning, estate planning, investment management, and insurance and risk management.
  • ChFC® – Chartered Financial Consultant® designees not only have experience in comprehensive financial planning, its program also covers behavioral finance, special needs planning, small business planning, planning in the LGBT community, planning through divorce complexities, and more. ChFC® designees are trained to masterfully handle a wide variety of modern financial topics.
  • CLU® – Chartered Life Underwriter® designees have expertise in a broad array of personal risk management and life insurance planning issues for individuals, business owners, and professional clients. Their training includes an emphasis on ethics, professionalism, and a holistic and comprehensive approach to addressing insurance planning needs.
  • RICP® – Retirement Income Certified Professional® designees have expertise in the retirement income planning field to build sustainable, holistic retirement plans. Their training includes an emphasis on estate planning techniques, portfolio assessment, personal finance best practives, health expense budget creation, home equity strategies, and more.

ASSOCIATIONS AND MEMBERSHIPS

AWARDS AND RECOGNITIONS

  • Bronze Award, Best Year Ever Award (2012-2013)
  • Silver Award, Best Year Ever Award (2013-2014)
  • Gold Award, Best Year Ever Award (2014-2015)
  • Platinum Award, Best Year Ever Award (2015-2016)
  • MDRT Qualifier, Best Year Ever Award (2016)
  • Hawaii Group Advisor of the Year (2017)
  • MDRT Qualifier, Lives Leaders Summit Qualifier, Best Year Ever Award (2017)
  • Hawaii Group Advisor of the Year (2018)
  • MDRT Qualifier, Lives Leaders Summit Qualifier, Top 100 New Clients in the Country, Best Year Ever Award (2018)

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 2016

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

National Association of Insurance and Financial Advisors Quality Award 2015

Award recognizing commitment to excellence in service to clients and industry

Mark K. Leong, CFP®, ChFC®, CLU®

Wealth Management Advisor

 

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