Mark Masliah, CFP®, ChFC®, QPFC, CLTC® in

Mark Masliah, CFP®, ChFC®, QPFC, CLTC®

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Wealth Management Advisor at Northwestern Mutual
📍 Los Angeles, California, United States

Mark Masliah is a Wealth Management Advisor with Northwestern Mutual, specializing in holistic financial planning for high-net-worth families and business executives. A graduate of San Diego State University, he holds CFP®, ChFC®, and QPFC designations. Colleagues describe him as a talented, thoughtful, and detail-oriented growth strategist.

Mark is a passionate advocate for diversity and inclusion. He is a founding member of Northwestern Mutuals LGBT Field Advisory Board and the Jewish Community Field Advisory Board. His leadership in creating inclusive environments has been recognized by BEQ Magazine and the Los Angeles Business Journal.

He was named to Forbes 2026 Best-in-State Financial Security Professionals list and BEQ Magazines "40 LGBTQ Leaders Under 40" class of 2021.

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Experience
20 Years
Current Role
Wealth Management Advisor
Location
Los Angeles, California, United States
Personality Overview

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Priorities

Topics Mark cares about

Holistic Financial Planning
Specializes in comprehensive, long-term financial planning, focusing on asset accumulation, estate planning, and tax-efficient strategies for high-net-worth clients.
Diversity & Inclusion
A recognized leader in DEI, he founded his district's LGBTQIA+ and Ally DEI Council and is a founding member of two national Field Advisory Boards at his firm.
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Career

Work history

2024
Wealth Management Advisor
Northwestern Mutual
2020 - 2023
Field Director
Northwestern Mutual
2020
Member
MDRT
2019 - 2024
Financial Advisor
Northwestern Mutual
2018 - 2019
Financial Representative
Northwestern Mutual
In the press

Media appearances

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Education
2001 - 2005
Bachelor's Degree
San Diego State University
2020 - 2021
Certificate of Completion
College for Financial Planning
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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