Michael MacFarlane
Founding Partner / Wealth Management Advisor
- Role
- Partner at Happier Wealth
- Location
- Provo, UT, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Partner
Sep 2024 — Present · Pleasant Grove, UT, US
Education
Utah Valley University
Bachelors, Philosophy/History
1995 — 1999
The American College of Financial Services
ChFC, Chartered Financial Consultant
2003 — 2005
Skills
- Customer Service
- Life Insurance
- Finance
- Estate Planning
- Investments
- Financial Services
- Mutual Funds
- Asset Allocation
- Insurance
- Risk Management
- Fixed Annuities
- Sales
- Retirement
- Strategic Financial Planning
- Accounting
- Analysis
- Small Business
- Financial Planning
- Strategy
- Marketing
- Series 63
- Iras
- Entrepreneurship
- Retirement Planning
- Business Strategy
- Financial Analysis
- Leadership
- Financial Advisory
- 401k
- Disability Insurance
- Business Development
- Wealth Management
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