Leong Financial
Mark K. Leong
Wealth Management Advisor|CFP®, ChFC®, CLU®, RICP®
Professional
Since Mark became a Financial Advisor with Northwestern Mutual in 2011, he has helped over 1,000 clients with building, implementing, and adjusting their personalized financial plans. Mark and his team enjoy working with business owners, medical professionals, attorneys, and tech industry executives. He has a passion for creating the biggest impact he can for every person he interacts with. Mark graduated from the University of Hawaii at Manoa with a B.A. in Economics and currently holds the following licenses, certifications, and designations:
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CFP® – The Certified Financial Planner™ professional certification indicates that the representative has an 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® – The Chartered Financial Consultant® is an "Advanced Financial Planning" designation. These Charters are qualified to provide comprehensive advising about wealth management, personal financial planning, tax planning, retirement, college and estate planning.
- CLU® – The Chartered Life Underwriter® designation is one of the most respected credentials in financial services. Designees have expertise in a broad array of personal risk management and life insurance planning issues. Their training has an emphasis on ethics, professionalism, and thorough knowledge when advising life insurance, business planning, and estate planning.
- RICP® – The Retirement Income Certified Professional® designation showcases the financial professional's knowledge for individuals in need of retirement planning. Designees have an extensive and intensive knowledge about all of the retirement income styles and strategies.
Registrations:
- Series 6 & 63 - Mutual Funds, Variable Annuities, Insurance Premiums
- Series 7 - All Security Products
- Series 65 - Investment Advisor Law
Currently licensed in:
HI, AZ, CA, CO, FL, GA, KS, NC, NJ, NV, NY, OR, TX, VA, WA, WI, and are willing to always add registrations to serve our clients!
Awards, Recognitions & Industry Accomplishments
Bronze Award
Silver Award
Gold Award
Platinum Award
Million Dollar Round Table (MDRT)
Lives Leaders' Summit (2017-2022)
Forbes Top Financial Security Professionals
Community Involvement & Association
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:
Make-A-Wish Hawaii
Make-A-Wish brings strength, hope, and transformation for the community and children with critical illnesses when making wishes come true. I'm currently a member of the Young Leaders Board, where we are a diverse group of professionals who spearheads and supports fundraising efforts as well as our Board of Directors, Chief Executive Officer and staff.
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF's mission is changing the lives of children with cancer not only through research and raising awareness, but by supporting and empowering families and communities to help cure childhood 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.
Hawaii Estate Planning Council
"The Hawaii Estate Planning Council is a professional association of Attorneys, Certified Financial Planners, Certified Public Accountants, Chartered Financial Analysts, Chartered Financial Consultants, Chartered Life Underwriters and Trust Officers. The Mission of the Hawaii Estate Planning Council is to enhance professional growth and development for its members, promote high professional standards and ethical practices through ongoing educational opportunities, while facilitating a team approach to estate planning."
Beads of Courage
Beads of Service hosts many great programs that help children who are ill tell their unique treatment stories through art, such as with colorful beads. The organization's mission is to provide innovative Arts-in-Medicine programs for children coping with serious illness, their families, and the clinicians who care for them.
Personal
Mark was born and raised in Honolulu, HI and is a graduate of Maryknoll and the University of Hawaii at Manoa. He enjoys spending time with his wife Alison, son Lucas, daughter Ava and chocolate lab, Kobe. Mark and Alison love to travel and have been to over 20 countries with Italy being their favorite. In his free time, Mark can be found golfing, surfing, and giving back to the community. Mark has always had a passion for helping others which is why he feels incredible alignment with the work that he does for his clients.
