Marcus R Boland, CLU®, ChFC®, CFP®, AEP®

Wealth Management Advisor

Professional

A graduate of Colorado State University, Marcus Boland has been serving the Hawaii community since 1995. 

Marcus specializes in personal financial and estate planning, as well as helping people achieve a sense of financial security.
 
Marcus Boland earned the Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Certified Financial Planner (CFP®) and the Accredited Estate Planner® (AEP®) designations through the American College in Bryn Mawr, Pennsylvania.  
 
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.
 
The CERTIFIED FINANCIAL PLANNERTM (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.
 

The Accredited Estate Planner® (AEP®) designation is a graduate level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning.  The AEP® designation is available to attorneys (JD), Chartered Life Underwriters® (CLU®), Certified Public Accountants (CPA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultants® (ChFC®), and Certified Trust and Financial Advisors (CTFA). It is awarded by the National Association of Estate Planners & Councils to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character.  An AEP® designee must embrace the team concept of estate planning and adhere to the NAEPC Code of Ethics, as well as participate in a yearly renewal and recertification process.

 
 
 
Awards and Recognition
  • National Association of Insurance & Financial Advisors (NAIFA) Quality Award: 2011-2015
  • Northwestern Mutual Forum: 2010-2014
  • National Quality Award: 2000-2010
  • Most Valuable Producer: 2006-2009
Associations and Memberships
  • Financial Planning Association
  • National Association of Insurance and Financial Advisors
  • Hawaii Estate Planning Council
  • Waikiki Aquarium, Past Co-President
 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck