Mark K Mantay
Wealth Management Advisor|CFP®, RICP®, MBA, CLTC®
Personal
Mark has been married to his wife Lynn for nearly 28 years. They have resided in Summit, NJ with their daughter for over 10 years. Mark enjoys salt water fishing and many other hobbies but maximizing his family time is most important to him.
Professional
Mark Mantay has been serving clients at Northwestern Mutual since 2004. He holds a BS in Mechanical Engineering, a Masters of Engineering Mechanical and an MBA. Those were useful in his first career. However as he explains below, in order to best serve his clients, he has received his CERTIFIED FINANCIAL PLANNER™ certification and is also Certified in Long-Term Care (CLTC) insurance.
Mark talks about his career and Northwestern Mutual:
After working for 22 years in various technical and business executive positions, I wanted more personal satisfaction from my career. While supporting my family was certainly vital, so was finding work I was passionate about. I wanted to find a career where I could make a significant impact and at the same time, have more control and independence in my work life.
I'm the type of person who just loves to help others, so I decided to help individuals and business owners plan for, implement and achieve financial security as my second career. My research identified a common theme - if I was looking for someone to serve me and my family in that capacity, I should work with a CFP. So I pursued and received my CERTIFIED FINANCIAL PLANNER™ certification. As I learned more, I also became Certified in Long Term Care.
My research also led me to understand that, to best fulfill my goal, I needed to be able to bring the best products and services to my clients. Northwestern Mutual's long standing traditions of quality products, financial strength, placing customer needs first and mutuality provided me with the final piece of the equation. When it comes to financial security for the client, the concept of mutuality, which aligns the interests of a company with its clients, is ideal.
Associations and Memberships
- Member - Financial Planning Association
- Visitor Host, Past President, and Membership Committee Member - BNI, Summit of Success Chapter
Certified Financial Planner Board of Standards Inc. owns the certification marks (CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® (with flame design) in the U.S. which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.
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.
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
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.
