Christopher Robert Leon
Wealth Management Advisor|CFP®, ChFC®, CLU®, RICP®
About me
My Northwestern Mutual career began in 2016 with the desire to serve others and help people achieve their financial goals. While earning my undergraduate degree from Cal, my family suffered some turbulent times stemming from the economic fallout of 2008. During that time, I learned the importance of building financial security and wanted to help educate others so they can avoid a similar loss.
I was born and raised in the East Bay where I developed my love for the sport of swimming. I had the honor of being on the Cal Men's Swimming & Diving team while earning my degree. The swimming program molded me into who I am today - to give my best in all that I do.
When not working, I enjoy all of the great hiking the Bay Area has to offer. I also enjoy trying out a new recipe and spending time with family and friends.
Professional Designations, Licenses & Certifications
- FINRA Securities Licenses: 7, 6 & 63
- CERTIFIED FINANCIAL PLANNERTM (CFP®)
- The 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.
- Chartered Financial Consultant (ChFC®)
- The ChFC program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.
- Chartered Life Underwriter (CLU®)
- The CLU® designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. For financial representatives, field management, home office personnel, and others involved in providing life insurance products, the CLU® designation symbolizes continuing growth and commitment to professionalism.
- Retirement Income Certified Professional designation (RICP®)
The RICP® designation prepares advisors to:- create effective retirement income plan to maintain a client's desired lifestyle over the course of retirement,
- identify retirement income needs and objectives and evaluate the client's current situation relative to their goals,
- help a client determine the optimal retirement age,
- choose appropriate annuities for the retirement income plan, and
- create and manage retirement income portfolios appropriate for each client's situation.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
