Serving Professionals Across The Country
Nathan Mark
Financial Advisor|CFP®, ChFC®
Planning for Medical Professionals & Business Owners
Professional
Our mission is to help our clients feel financially secure through education and empowerment so that they can achieve their dreams. We aim for our clients to look back 20-30+ years from now and say that partnering with us was one of the best decisions they ever made.
With a client base composed of over 90% minorities, our team aims to change the notion that financial conversations are "taboo" within the family dynamic. We're working to shift the paradigm within minority households, moving from the idea that generational wealth and legacy are exclusive to the 1% to providing everyone with the opportunity to build and sustain wealth. By leveling the playing field and sharing our tools and knowledge, we empower our clients to achieve financial success. We strive to provide exceptional service through our thoughtful process.
Nathan Mark graduated with a degree in finance through Loyola Marymount University. He is a CERTIFIED FINANCIAL PLANNER® professional through the CFP Board. He is also a CHARTERED FINANCIAL CONSULTANT® through the American College of Financial Services. He is a dedicated husband, father, son, brother, and member of his church. He's also a member of various entrepreneurial groups like Asian Business Association and ACE Next Gen.
Born and raised in the San Gabriel Valley, and still residing there, the concept of family is near and dear to Nathan’s heart. Now, as a father of two, those bonds have only strengthened. The saying, "it takes a village to raise a child" has never been truer.
In his downtime, Nathan enjoys Brazilian jiu-jitsu, going to the gym, and indulging his passion for high-quality audio as an audiophile. He loves watching movies in his home theater setup, traveling, and occasionally going dirt biking and indoor rock climbing.
Lending a hand in my community.
As part of Northwestern Mutual, we're 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
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Estate Planning
Long-Term Care Planning
Tax-Efficient Strategies
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.
