Professional
A graduate of Colorado State University, Marcus Boland has been serving the Hawaii community for over 15 years.
Marcus specializes in personal financial and estate planning, as well as helping people achieve a sense of financial security.
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.
The Chartered Life Underwriter (CLU) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU designation symbolizes continuing growth and commitment to professionalism.
Awards and Recognition
- National Quality Award: 2000-2007
- Most Valuable Producer NML, 2006-2007
Associations and Memberships
- Financial Planning Association
- Hawaii Estate Planning Council
- National Association of Insurance and Financial Advisers
- Oahu Country Club Intermediate Adviser
- Waikiki Aquarium, Vice President
|
