Mark S Alberts
Financial Representative|CFP®, CLU®, ChFC®, CLTC®
Professional
Before joining Northwestern Mutual Financial Network, Mark owned a business that helped small businesses trade for products and services. He then worked for a management consulting firm in New York City, helping clients increase productivity and reduce costs.
It was there he rubbed elbows with the financial services industry. A Northwestern Mutual Financial Network Representative suggested he meet his Managing Partner, who impressed Mark, as did the local office. "I liked the opportunity to run my own practice yet still be associated with the best company in the industry," recalls Mark. "That allowed me to offer first-rate products to my clients."
Because Mark is so knowledgeable in life insurance solutions, Northwestern Mutual Financial Network has designated him Life Insurance Specialist, a role newly created to educate other Financial Representatives about the life insurance products and process.
"I'm pleased to take on this additional responsibility. It's my way of giving back to a career that has treated me well," says Mark.
Education
Bachelor's degree in Marketing from State University of New York at Albany.
Associations and Memberships
Mark is a member of Monroe Rotary Club since 1990 and a member of he National Society of Financial Professionals-Fairfield County from 2003-2005.
Designations and Certifications
As the financial services landscape grows and changes, Mark is committed to staying current by continuing his education and certification.
Mark Alberts has earned the following designations and certification:
CERTIFIED FINANCIAL PLANNER™ Professional
Mark Alberts received his CFP® on March 30, 2000.
Chartered Life Underwriter (CLU®)
Mark Alberts received his CLU® on October 23, 1990.
Chartered Financial Consultant (ChFC®)
Mark Alberts received his ChFC on October 7, 1989.
Certified in Long Term Care (CLTC)
Retirement Income Certified Professional (RICP®)
Awards and Recognition
- Million Dollar Round Table Qualifying/Life Member (1999, 2004-2006, 2010-2017)
- Million Dollar Round Table Life Member (2005)
- National Quality Award (1989-1996, 1999)
- Million Dollar Round Table Qualifying Member (1988-1989, 1991-1992, 1994-1997)
- National Sales Achievement Award (1989 - 1996, 1999)
- Million Dollar Round Table Provisional Member (1987)
Personal
Mark is married to Barbara. They have been together since high school.
They have two sons, Jason and Steven, along with four grandchildren.
Mark has carefully balanced his professional and family life. Mark places a high value on his family, having coached his sons' soccer teams when they where growing up and has hosted an exchange student from Croatia.
He also took a cross-country motorcycle trip from Connecticut to California, to Canada, and then back home to Connecticut with his two sons.
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.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Disability Planning
Disability Planning for Physicians & Dentists
Estate Planning
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.
