Marlin Mitchell Adams
Financial Advisor|CLTC®
Professional
Marlin started his career as an intern with Northwestern Mutual in Pleasanton California in January 2010. After a successful internship, he became a full time Financial Representative in June of 2010, and a Financial Advisor in 2017.
After 6 years in Pleasanton, working his way up to Field Director, he was offered the Growth and Development Director role in San Francisco California.
He built a team from the ground up to 10 advisors in 2017 and was ranked in the top 10 of all Growth and Development Directors nationwide.
Marlin and his team help individuals, families and closely held businesses strategically plan within the areas of life and disability income insurance, investments, retirement and college planning.
Marlin is a native of the East Bay Area and graduated from the California State University, East Bay in 2010 with degrees in Finance and Economics. He grew up in San Leandro California where he married his High School sweetheart Ali in 2014. In their free time, they enjoy traveling internationally and playing with their son Lincoln who was born in 2018.
Years of Experience
Representing Northwestern Mutual since 2010
Education
Bachelor of Science in Finance & Economics from California State University, East Bay
Awards and Recognition
- Million Dollar Round Table Qualifying Member 2018-2019
- 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
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.
