Marcus Boland in

Marcus Boland

Evaluator · DISC type Dcs
Wealth Management Advisor at Northwestern Mutual
📍 Honolulu County, Hawaii, United States

Marcus Boland is the founder of Boland Wealth Management, a Northwestern Mutual team in Hawaii. A wealth advisor since 1995, he specializes in financial, retirement, and estate planning for a diverse clientele. He is a graduate of Colorado State University and holds multiple professional designations, including CFP® and AEP®.

Deeply involved in his community, Marcus is a member of the Rotary Club of Honolulu and has served as a past president of the National Association of Insurance and Financial Advisors (NAIFA) Hawaii chapter. His work reflects a strong commitment to local service and leadership.

His team was recognized by Forbes as one of Hawaiʻis Best-In-State Wealth Management Teams in 2024.

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Experience
30 Years
Current Role
Wealth Management Advisor
Location
Honolulu County, Hawaii, United States
Personality Overview

How Marcus shows up

Fast But Analytical
Thorough Evaluator
Hard To Convince

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service They focus on the results, but can still be quite procedural and analytical about how to get there

Priorities

Topics Marcus cares about

Retirement Planning
Helps clients plan for retirement and frequently posts about changes to 401(k) and IRA contribution limits, emphasizing the need for a financial roadmap.
Estate Planning
Specializes in estate planning for families, executives, and entrepreneurs, holding the Accredited Estate Planner® (AEP®) designation to support this expertise.
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Career

Work history

6-1995
Wealth Management Advisor
Northwestern Mutual
In the press

Media appearances

Marcus R Boland, Private Wealth Advisor and Founder. Featured in Northwestern Mutual
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Marcus Boland - Northwestern Mutual. Featured in Forbes
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Education
1989 - 1993
BS
Colorado State University
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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