In his free time, Marcus enjoys surfing, Jiu Jitsu, swimming and golf. Marcus has served on several committees, including, but not limited to:
- National Association of Insurance and Financial Planners
- Financial Planning Association
- Hawaii Estate Planning Council
- Waikiki Aquarium
Marcus Boland had been married since 1998. Marcus and his wife Emma, have three children.
Professional
A graduate of Colorado State University, Marcus Boland has been serving the Hawaii community since 1995.
Marcus specializes in personal financial and estate planning, as well as helping people achieve a sense of financial security.
Designations
Marcus Boland earned the Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Certified Financial Planner (CFP®) and the Accredited Estate Planner® (AEP®) designations through the American College in Bryn Mawr, Pennsylvania. He also earned the Certified Private Wealth Advisor® (CPWA®) designation from Investments & Wealth Institute.
Awards and Recognition
- Top advisor for Northwestern Mutual for over 10 years
- National Association of Insurance & Financial Advisors (NAIFA) Quality Award (2011-2015)
The National Association of Insurance and Financial Advisors (NAIFA) Quality award is primarily based on sales production. Advisors must be a NAIFA member and pay an application fee. Award is based upon production from the prior calendar year. For more information see: naifa.org/membership/awards/quality-award.
- Northwestern Mutual Forum (2020)
(Award received by top 5% of NM advisors nationally)
- National Quality Award (2000-2010)
- Most Valuable Producer (2006-2009)
Associations and Memberships
- Financial Planning Association
- National Association of Insurance and Financial Advisors
- Hawaii Estate Planning Council, Past President
- Waikiki Aquarium, Past Co-President
