Mark S Alberts, CFP®, CLU®, ChFC®, CLTC, RICP®

Wealth Management Advisor

Professional

Before joining Northwestern Mutual Financial Network, Mark owned a business that helped small businesses trade for products and services. He then worked for a management consulting firm in New York City, helping clients increase productivity and reduce costs.

It was there he rubbed elbows with the financial services industry. A Northwestern Mutual Financial Network Representative suggested he meet his Managing Partner, who impressed Mark, as did the local office. "I liked the opportunity to run my own practice yet still be associated with the best company in the industry," recalls Mark. "That allowed me to offer first-rate products to my clients."

As the financial services landscape grows and changes, Mark is committed to staying current by continuing his education and certification.

Mark Alberts has earned the following designations and certification:

Chertified Financial Planner™ (CFP®)                                             Mark Alberts received his CFP® on March 30, 2000
The Certified Financial Pallaner™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 CFP® certification is administered by the Certified Financial Planner Board of Standards, Inc. (CFP Board), which enforces education, examination, experience and ethics requirements for CFP® certificants.

Chartered Life Underwriter (CLU®)
Mark Alberts received his CLU® on October 23, 1990
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. The CLU® designation symbolizes continuing growth and commitment to professionalism.

Chartered Financial Consultant (ChFC®)
Mark Alberts received his ChFC on October 7, 1989
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.

Certified in Long Term Care (CLTC)
CLTC is a designation granted by the Corporation For Long-Term Care Certification. CLTC graduates have completed a rigorous multidisciplinary course that focuses on the profession of long-term care. The program is recognized by state regulators, through the granting of continuing education credits, as having provided essential information necessary to the appropriate sale of long-term care insurance.

 

RICP®
Retirement Income Certified Professional
 
A professional designation for experienced financial professionals who wish to become experts in   retirement income planning. A Retirement Income Certified Professional helps retirees and near-retirees develop a plan for managing and using the assets they have accumulated for retirement in order to live within a realistic budget and not run out of money prematurely.
 
 
 

Because Mark is so knowledgeable in life insurance solutions, Northwestern Mutual Financial Network has designated him Life Insurance Specialist, a role newly created to educate other Financial Representatives about the life insurance products and process.

"I'm pleased to take on this additional responsibility. It's my way of giving back to a career that has treated me well," says Mark.

Education

Bachelor's degree in Marketing from State University of New York at Albany.

Awards and Recognition

  • Million Dollar Round Table Qualifying/Life Member: 1999, 2004-2006, 2010-2017
  • Million Dollar Round Table Life Member: 2005
  • National Quality Award: 1989-1996, 1999
  • Million Dollar Round Table Qualifying Member: 1988-1989, 1991-1992, 1994-1997
  • National Sales Achievement Award: 1989 - 1996, 1999
  • Million Dollar Round Table Provisional Member: 1987

Associations and Memberships

Mark was a member of Monroe Rotary Club from 1990-1998, and Treasurer of the National Society of Financial Professionals-Fairfield County from 2003-2005.

 

 

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