Marcella Harkness is a high-level professional, that works in Independent Financial Group on the position of Cfp since 1998. Marcella Harkness has earned professional experience in more than four positions at different companies. Marcella Harkness went to the College For Financial Planning and was studying to 2001. This person has professional qualifications: Certified Financiall Planner. San Diego, California is the city, where this person was lastly known to settle. This person's phone and email can be accessed through SoftwareOfficial by request.
Name variants:
Marce Harkness
Last updated Jun 04, 2024
Contact Information
Last Update
Jul 6, 2022
Email
ma**@capitalgrowthinc.com, ma**@capitalgrowthinc.com
Location
San Diego, CA
Company
Workplace
Colleagues
Work History
Certified Financial Planner
Financial planning for individuals and small business. Conducted risk analysis and aligned investment advisory accordingly. Focus on retirement income planning, long term investments, tax-de...
1999 — 2010
Certified Financial Planner
8910 University Center Ln SUITE 150, San Diego, CA 92122
Comprehensive financial planning and investment management. We are dedicated to the financial success of our clients and helping their visions for their family, business, retirement and lega...
from 2010
Financial Advisor
5898 Copley Dr, San Diego, CA 92111
Financial Advisor working with Credit Union members. Developed comprehensive plans customized to individual needs, addressing: retirement planning, educational funding, asset management, est...
1994 — 1999
Education
from 2001
1992 — 1995
1981 — 1985
Occupations
Financial Broker
Certified Financial Planner
Accountant
Finance and Accounting Specialist
Puchasing and Estimating Manager
Financial Manager
Accounting Bookkeeper
Bookkeeper
Skills
Retirement Planning
Mutual Funds
Retirement
Financial Planning
Fixed Annuities
Investments
Wealth Management
Iras
Financial Advisory
Securities
Life Insurance
Alternative Investments
Strategic Financial Planning
Investment Management
401K
Financial Services
Finra
Finance
Investment Advisory
Asset Management
Insurance
Series 7
Estate Planning
Long Term Care Insurance
Asset Allocation
Series 63
Equities
Certified Financial Planner
Public Speaking
Wealth Management Services
529 Plans
Variable Annuities
Relationship Management
Portfolio Management
Investment Strategies
Strategic Planning
Risk Management
Financial Analysis
Wealth
Tax
Savings
Series 24
Series 6
Bonds
Financial Goals
Small Business
Pensions
Wealth Accumulation
Fixed Income
Long Term Care
FAQs about Marcella Harkness
What's the main profession of Marcella Harkness?
This professional's job is Certified Financial Planner
What jobs is Marcella Harkness a professional at?
Marcella is a professional such jobs as Financial Broker and Certified Financial Planner.
Where is Marcella Harkness located?
Marcella is currently located in San Diego, California.
What is the expert's email?
The professional's email is ma**@capitalgrowthinc.com and ma**@capitalgrowthinc.com.
Where did Marcella Harkness work?
The professional worked at Independent Financial Group, Llc, Harkness Financial.
What education does Marcella Harkness have?
Marcella studied at the College For Financial Planning to 2001.
What are the certifications of Marcella Harkness?
This professional received the following certifications: Certified Financiall Planner.
What is professional industry that Marcella Harkness is connected to?
This professional works in Financial Services industry.