Mark Robert Checchi
Financial Representative|CLTC®
Professional
Over the past 30 years my team and I have listened to our clients and helped them in their planning by building original custom plans designed to meet their needs in areas of wealth building, business continuation, retirement plans and retirement planning, extended care, estate planning and estate transfer.
Ask me about our Concierge program.
Awards and Recognition
- Million Dollar Round Table Qualifying Member 1996
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
Personal
Mark Checchi was born in Oakland, CA and raised in Pleasant Hill and San Leandro, CA. He currently resides in Menlo Park, CA.
In Mark's spare time he enjoys being with Family and friends as well as, Outside; his hobbies include golf, tennis, skiing, auto racing, riding horses, travel, hunting and fishing.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
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:
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.
San Ramon YMCA - Mount Diablo Region
Mark is on the board of advisors for the San Ramon YMCA - Mount Diablo Region. The San Ramon Valley YMCA has been serving youth and families in the south and central county since 1987. Located in Hap Magee Ranch Park on the Danville/Alamo border, this program branch provides opportunities for youth, teens and families to build strong ties.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
