Marcella Harkness
I help you prepare for retirement, so you can enjoy it. ★ Don\'t worry about the markets, leave that to me.
- Role
- Certified Financial Planner at Capital Growth Inc
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Marcella Harkness
Provide assistance with the following: financial planning, retirement planning…
Experience
Certified Financial Planner
Jan 2010 — Present · The Aventine, CA
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 legacy become reality. Clients come first, our goal is to improve the lives of those we touch.
Education
College for Financial Planning
Certified Financial Planner, Financial Planning and Services
2001
University of California, Davis
Bachelor's degree, Economics
1981 — 1985
San Diego State University
Master’s Degree, Educational/Instructional Technology
1992 — 1995
Skills
- Certified Financial Planner
- Relationship Management
- Financial Services
- Pensions
- Retirement
- Wealth Management Services
- Asset Management
- Financial Advisory
- Insurance
- Investment Management
- Series 6
- Financial Planning
- Small Business
- Estate Planning
- Alternative Investments
- Financial Goals
- 401k
- Series 7
- Securities
- Wealth Management
- Retirement Planning
- Life Insurance
- Wealth Accumulation
- Iras
- Mutual Funds
- Tax
- Public Speaking
- Asset Allocation
- Series 24
- Risk Management
- Series 63
- Wealth
- Investments
- Finance
- 529 Plans
- Bonds
- Investment Strategies
- Portfolio Management
- Equities
- Variable Annuities
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