Nicole C Holland Hong
Wealth Management Advisor|CFP®, CLU®, ChFC®, CASL®, RICP®
About Me
I started with NM in 1996 and I had no idea how this career would shape me and the impact I would have on people’s lives. I have a passion to help clients have the type of financial wellness that brings them peace, comfort & excitement. I take pride in being my clients accountability partner and helping them stay on track for the goals they set for themselves.
My goal is to empower people to know how their financial plan works and how the decisions they make and implement today, will impact their financial future. I enjoy working with people that want to be the best versions of themselves financially. My clientele primarily consists of established professionals, business owners and retirees.
What makes me and my team unique is the amount of time we spend to know the client not only financially, but more importantly on a personal level. Money is very psychological and to understand an individual’s nuances will allow me to build them a sustainable plan they are excited to execute.
I also believe that I must be a forever learner to provide the most value to the people I serve. I am consistently challenging myself and my team to stay astute in the ever-changing financial environment. As a team we also collaborate with other like-minded professionals in other fields to bring a holistic planning experience to our clients.
Outside The Office
I’m fortunate to truly say I love my career and enjoy working. However, I also find it equally important & satisfying to disconnect and spend quality time with my husband Justen, children Benjamin, Colten, my fur baby Sako and my parents. We travel often and our favorite destination is Cabo San Lucas, Mexico. When I’m home, you can find me working out, catching up on household chores, trying to find time for a nap and entertaining my kids, our friends and family. One of my favorite things to do is purge, clean and get organized!
Certifications and Designations
Nicole has earned the following certifications and designations:
CFP® CERTIFIED FINANCIAL PLANNER™
Experience, Knowledge and Ethical Advice.
The CERTIFIED FINANCIAL PLANNER™(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. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.
CLU® Chartered Life Underwriter
The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. The CLU® designation symbolizes continuing growth and commitment to professionalism and helping to provide clients with knowledgeable and ethical advice.
ChFC® Chartered Financial Consultant
The Chartered Financial Consultant (ChFC®) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.
CASL® Chartered Advisor for Senior Living
Holders of the CASL® designation have completed five in-depth courses with comprehensive exams covering such subjects as retirement planning, social gerontology, health and long-term care financing, investments and 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:
Homers for Health
Nicole is proud to be an active supporter of Homers for Health. Homers for Health is a season-long pledge program that was founded by veteran St. Louis Cardinal Matt Holliday and his wife Leslee. It's an outstanding fundraiser that benefits the patients and families at SSM Health Cardinal Glennon Children's Hospital. The pledge program is based on the number of home runs hit by a St. Louis Cardinals batter or strikeouts thrown by a Cardinals pitcher. Since 2018, Nicole has raised over $123,000 through her Homers for Health fundraising page. Nicole is constantly looking for family, friends, and clients to join her in the support of Homers for Health & K's for Kids.
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.
SSM Health Cardinal Glennon Children's Foundation
Nicole has been serving on the Board of Governors for SSM Health Cardinal Glennon Children's Foundation since 2013. She is passionate about this great organization and continues to support and participate in various fundraisers, as she has since she was inducted. Nicole has shared her personal testimony of her recent first-hand experience with the amazing care of SSM Health Cardinal Glennon Children's Foundation, an article which was featured in their Spring/Summer 2017 magazine.
