Partner, Director Of Strategic Planning
Current
Sep 2024 - Present
AeroLeads people directory · profile
Carl Mariner, Cfa, Cfp® Email & Phone Number
ARQ Wealth
at
ARQ Wealth Advisors, LLC
3 work emails found
@vanguard.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
ARQ Wealth
Location
Scottsdale, Arizona, United States
Who is Carl Mariner, Cfa, Cfp®? Overview
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Quick answer
Carl Mariner, Cfa, Cfp® is listed as ARQ Wealth at ARQ Wealth Advisors, LLC, based in Scottsdale, Arizona, United States. AeroLeads shows a work email signal at vanguard.com and a matched LinkedIn profile for Carl Mariner, Cfa, Cfp®.
Carl Mariner, Cfa, Cfp® previously worked as Partner, Director of Strategic Planning at Arq Wealth Advisors, Llc and Senior Institutional Investment Director at Vanguard. Carl Mariner, Cfa, Cfp® holds Entrepreneurship from Central Michigan University.
Company email context
Email format at ARQ Wealth Advisors, LLC
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*@vanguard.com
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AeroLeads found 3 current-domain work email signals for Carl Mariner, Cfa, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Carl Mariner, Cfa, Cfp®
I am senior leader, who is focused on developing great advisors.My broad experience has allowed me to build strong foundations in product knowledge, investment consulting, sales strategy, relationship management, leadership and development. In addition to my time focused on supporting institutional clients and their consultants, I have experience within ultra-high net-worth private wealth management and financial planning. I am deeply passionate about investing, serving others, and creating opportunities for personal growth.
Listed skills include Mutual Funds, Investments, Wealth Management, Series 7, and 31 others.
Current workplace
Carl Mariner, Cfa, Cfp®'s current company
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4 roles
Carl Mariner, Cfa, Cfp® work experience
A career timeline built from the work history available for this profile.
Senior Institutional Investment Director
Senior Investment Director supporting institutional clients, consultants and advisers, with a primary objective of growing and defending Vanguard's investment leadership position within the Defined Contribution channel. Responsibilities include growing west coast investment team, and building investment support offer- internally and externally..
Jun 2016 - Sep 2024
Ultra High Net Worth Relationship Management
- Demonstrated significant executive presence while managing a $4 billion book of business which represents 100 high profile ultra-high net-worth retail investors, family offices, and foundations. Assisted clients with.
- Co-authored internal weekly newsletter, “Delivering Investment Insights”, aimed at increasing market awareness and investment acumen of Vanguard employees, which has a readership of nearly 1,000 investment.
- Led multiple projects ranging from improving intra-business communication to projects focused on educating clients on regulatory changes such as money market reform.
- Coached, mentored, and developed new wealth management professionals. Collaborate in the development and implementation of book of business strategy of wealth managers.
- Mentor with investment management teams and portfolio analytics teams to gain more robust exposure to institutional investment management and investment analysis processes.
Nov 2011 - Jun 2016
Financial Consultant
- Demonstrated entrepreneurial spirit by building an investment advisory business from zero to $30 million in assets under management in 3.5 years. Served as investment manager and financial planner for over 200 clients.
- Selected to attend National Sales Meeting on multiple occasions, an honor for the top 20% of business producers.
- Generated incoming assets of $20M from new and existing clients, contributing to the overall success of the company.
Oct 2008 - Nov 2011
2 education records
Carl Mariner, Cfa, Cfp® education
Entrepreneurship
Central Michigan University
Bachelor'S Degree, Finance And Economics
Grand Canyon University
FAQ
Frequently asked questions about Carl Mariner, Cfa, Cfp®
Quick answers generated from the profile data available on this page.
What company does Carl Mariner, Cfa, Cfp® work for?
Carl Mariner, Cfa, Cfp® works for ARQ Wealth Advisors, LLC.
What is Carl Mariner, Cfa, Cfp®'s role at ARQ Wealth Advisors, LLC?
Carl Mariner, Cfa, Cfp® is listed as ARQ Wealth at ARQ Wealth Advisors, LLC.
What is Carl Mariner, Cfa, Cfp®'s email address?
AeroLeads has found 3 work email signals at @vanguard.com for Carl Mariner, Cfa, Cfp® at ARQ Wealth Advisors, LLC.
Where is Carl Mariner, Cfa, Cfp® based?
Carl Mariner, Cfa, Cfp® is based in Scottsdale, Arizona, United States while working with ARQ Wealth Advisors, LLC.
What companies has Carl Mariner, Cfa, Cfp® worked for?
Carl Mariner, Cfa, Cfp® has worked for Arq Wealth Advisors, Llc, Vanguard, and Thrivent Financial.
How can I contact Carl Mariner, Cfa, Cfp®?
You can use AeroLeads to view verified contact signals for Carl Mariner, Cfa, Cfp® at ARQ Wealth Advisors, LLC, including work email, phone, and LinkedIn data when available.
What schools did Carl Mariner, Cfa, Cfp® attend?
Carl Mariner, Cfa, Cfp® holds Entrepreneurship from Central Michigan University.
What skills is Carl Mariner, Cfa, Cfp® known for?
Carl Mariner, Cfa, Cfp® is listed with skills including Mutual Funds, Investments, Wealth Management, Series 7, Relationship Management, Retirement Planning, Series 63, and Retirement.
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