Professional

My Purpose

My nearly twenty-year career at Northwestern Mutual is one of my life's greatest blessings after my family and friends. I lead a team who take pride in their work and are held accountable to our clients' expectations.

It is my mission to create a comprehensive and personalized Wealth Management Experience.  I achieve this by working with successfully minded individuals who are motivated to create an impact on our families, communities and generations to come.

In building my own practice as a Wealth Mangement Advisor, I have the privilege of meeting many different people who allow me to be an intimate part of their lives. Creating and maintaining their trust is my top priority. It is an honor to be the person who my clients turn to during their triumphs and during their struggles.

I help my clients along their journey of hitting their financial goals while being protected in the event that something unfortunate happens. I have a deep empathy for the challenges my clients face. I remind them that they are not alone when they are going through divorce, job loss, illness, or death.

It is the combination of these experiences that has led me to bring more depth to my holistic financial planning practice (i.e. specializing in wealth accumulation, risk management, and retirement distribution). I show my investment in my client's lives not only by what I say, but by what I do. For this reason, I strive to deliver plans that are achievable and energize my clients to take action in order to attain their financial goals.

 

Education

University of Wisconsin – Madison: Bachelor of Arts, Economics, Marketing & Finance

The American College: Chartered Life Underwriter (CLU®)

The American College: Chartered Financial Consultant (ChFC®)

Awards

Master Achievement Award (2015, 2016, 2017)

Northwestern Mutual

Only 12 Financial Advisors qualified for the Master Achievement Award out of 7,000. This award is based on the impact an advisor has on their new and existing clientele, honoring both new client achievements and persistency of existing client relationships.

Financial Security Award, Top 5 (2016, 2017)

Northwestern Mutual

Honored as Top 5 Financial Advisor who qualified for the Financial Security Award out of 7,000 representatives.  This award is based on an outstanding year of helping clients achieve financial security.   

Forum Qualifier (2008, 2015, 2016, 2017)

Northwestern Mutual

The objective of The Northwestern Mutual Forum is to motivate financial representatives to reach the highest level of productivity and excellence. Qualifiers represent the top segment of our representatives throughout the industry.

Top Women in Finance 2016: Monica is the recipient of the 2013 Top Women in Finance Award.

Every year Finance & Commerce recognizes the outstanding efforts of women in Minnesota who are making noteworthy contributions to their professions and their communities. Monica received this award due to her many significant accomplishments within Northwestern Mutual, her continuous dedication to guide her clients towards financial security, and her extraordinary impact within her community at both the Children's Hospital of Minnesota as well as the Greater Minneapolis Crisis Nursery.

Top Women in Finance 2013: Monica is the recipient of the 2013 Top Women in Finance Award.

Fidelity Advisors Coucil 2013: Monica was invited to be part of Fidelity's Adviosr council for her exceptional professional achievements and commitment to serving her clients.

Million Dollar Round Table Million Dollar Round Table Qualifying Member 2005 - 2015 and Qualifying/Life Member 2014 : Million Dollar Round Table (MDRT) is The Premier Association of Financial Professionals.  MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service.

NAIFA Quality Award: Monica is a repeat qualifier of the NAIFA Quality Award (2011-2015).  This prestigious award is an indicator of the quality service that Monica continuously provide to her clients.

Financial Security Award: In 2013 and 2014 Monica is a proud recipient of the Financial Security Award top 100.  This Northwestern Mutual award is based on an outstanding year of helping clients achieve financial security.

Monica has also been the recipient of other prestigious awards, including:

  • Life Impact Award 2005-2016
  • Achievement Award 2007-2010, 2013,2014, 2015, 2016

Associations and Memberships

Member of National Association of Insurance and Financial Advisor- NAIFA

 

Monica S. Eckberg, CLU®, ChFC®
Wealth Management Advisor


Eckberg Wealth Management

 

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