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7 Events That Increase Your Need for Life Insurance
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Katrina Michele Leung
Financial Advisor|B.A.
Katrina was born and raised in San Francisco before moving to San Diego for college. While at the University of San Diego, she was part of the dance team and other cultural and academic clubs, even taking on leadership positions. Katrina discovered a passion for impacting others, which led her to begin her career as an intern in 2021. She has since accumulated more than 100 clients in her first two and a half years. Her goal now is to impact as many hard-working women as possible by creating clarity through personal strategic planning, helping her clients reach the financial freedom they deserve.
My mission is to create clarity with my clients to achieve financial freedom by building long-lasting relationships and focusing on the goals they want to prioritize in their personal planning.
Through personalized financial planning, I help my clients with risk management, wealth accumulation, and wealth preservation; while also empowering them to live life confidently and fearlessly. I value each relationship I have built and will continue to be dedicated to my clients by acting with integrity, passion, and clarity so that they can all reach financial stability.
Notable Accomplishments
Katrina’s Northwestern Mutual journey started back in 2021 as a college intern, where she was a Northwestern Mutual Power of 10 Qualifier, a recognition based of the number of clients impacted.
After completing the internship, Katrina became a College Unit Captain in 2022, mentoring new Representatives through financial planning consultations. While running her practice full-time, she embraces mentorship and leadership responsibilities, and is currently enrolled in a Leadership Ascent Program in her office.
In June of 2024, Katrina was nominated and had the privilege to attend Northwestern Mutual’s Gateway to Growth Program at the Home Office. Gateway to Growth is a professional development workshop for Advisors designed to help them grow their practice, increase their impact, and achieve their goals. Upon completing this workshop, Katrina seamlessly applied the concepts and ideas directly to her client work.
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:
GLIDE Memorial Church
GLIDE is nationally recognized on fighting systemic injustices by creating an inclusive, loving community to alleviate suffering, poverty and marginalization. Rooted in empowerment, this organization transforms lives and inspires others to give back to others.
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.
Boost your financial knowledge.
The Northwestern Mutual difference
No. 1
Best life insurance company for consumer experience, 2023. (NerdWallet)1
Top 5
We're one of the Top U.S. Independent Investment Broker-Dealers.2
$8.2B
In dividends expected to be paid in 2025.3
A++
AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4