Nicole C Holland Hong, CFP®, CLU®, ChFC®, CASL®

Wealth Management Advisor

Professional

Nicole began her career with Northwestern Mutual in December 1996, shortly after graduating from Eastern Illinois University. During her career with Northwestern Mutual Nicole has had the opportunity to connect with hundreds of professionals and business owners to help them clarify and achieve their personal goals and objectives. Nicole is able to provide her clients with the best solutions available by maintaining high standards of education for herself and for her staff.

Nicole has earned the following certifications and designations:

CFP®
CERTIFIED FINANCIAL PLANNER™
Experience, Knowledge and Ethical Advice.

The CERTIFIED FINANCIAL PLANNER™(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 certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

CLU®
Chartered Life Underwriter

The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals.  The CLU® designation symbolizes continuing growth and commitment to professionalism and helping to provide clients with knowledgeable and ethical advice.


ChFC®
Chartered Financial Consultant

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.

CASL®
Chartered Advisor for Senior Living
 
Holders of the CASL® designation have completed five in-depth courses with comprehensive exams covering such subjects as retirement planning, social gerontology, health and long-term care financing, investments and estate planning.
 

..Nicole holds Life, Health and Long Term Care insurance licenses in many states. To ensure she is able to provide the best service for her clients, Nicole has passed several securities exams.

By being committed to these high standards, Nicole has been able to provide innovative solutions for her clients, and as a result, has been recognized with numerous sales awards.
 

 

Associations and Memberships

Nicole is a Million Dollar Round Table (MDRT) Qualifying/Life Member (2008-2017) and MDRT Qualifying Member (1999-2007), as well as a member of The National Association of Insurance and Financial Advisors and E S Life Underwriters.

 

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