Marcella Harkness Cfp

Marcella Harkness Cfp Email and Phone Number

I help you prepare for retirement, so you can enjoy it. ★ Don't worry about the markets, leave that to me. @ Capital Growth, Inc.
san diego, california, united states
Marcella Harkness Cfp's Location
San Diego, California, United States, United States
Marcella Harkness Cfp's Contact Details

Marcella Harkness Cfp personal email

n/a
About Marcella Harkness Cfp

Provide assistance with the following: financial planning, retirement planning, investment management, IRA and 401k, 529 plans, college savings, tax strategies, estate conservation, alternative investments, Real Estate Investment Trusts, fee based advisory program, mutual funds, annuities, long term care insurance and life insurance.Registered Principal offering securities and advisory services through Independent Financial Group LLC (IFG), a registered investment adviser. Member FINRA/SIPC. Capital Growth Inc. and IFG are not affiliated.For a list of states where I am registered to do business, please visit capitalgrowthinc.com. Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

Marcella Harkness Cfp's Current Company Details
Capital Growth, Inc.

Capital Growth, Inc.

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I help you prepare for retirement, so you can enjoy it. ★ Don't worry about the markets, leave that to me.
san diego, california, united states
Website:
capitalgrowthinc.com
Employees:
25
Marcella Harkness Cfp Work Experience Details
  • Capital Growth, Inc.
    Certified Financial Planner
    Capital Growth, Inc. 2010 - Present
    The Aventine, San Diego, 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.
    View
  • Independent Financial Group, Llc
    Cfp
    Independent Financial Group, Llc 1998 - 2015
    View
  • Harkness Financial
    Certified Financial Planner
    Harkness Financial 1999 - 2010
    La Mesa, Ca
    Financial planning for individuals and small business. Conducted risk analysis and aligned investment advisory accordingly. Focus on retirement income planning, long term investments, tax-deferral and wealth management.
  • North Island Credit Union
    Financial Advisor
    North Island Credit Union 1994 - 1999
    Chula Vista, Ca
    Financial Advisor working with Credit Union members. Developed comprehensive plans customized to individual needs, addressing: retirement planning, educational funding, asset management, estate planning, charitable giving and tax management.
    View

Marcella Harkness Cfp 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

Marcella Harkness Cfp Education Details

Frequently Asked Questions about Marcella Harkness Cfp

What company does Marcella Harkness Cfp work for?

Marcella Harkness Cfp works for Capital Growth, Inc.

What is Marcella Harkness Cfp's role at the current company?

Marcella Harkness Cfp's current role is I help you prepare for retirement, so you can enjoy it. ★ Don't worry about the markets, leave that to me..

What is Marcella Harkness Cfp's email address?

Marcella Harkness Cfp's email address is mh****@****gsd.com

What schools did Marcella Harkness Cfp attend?

Marcella Harkness Cfp attended University Of California, Davis, College For Financial Planning, San Diego State University-California State University.

What are some of Marcella Harkness Cfp's interests?

Marcella Harkness Cfp has interest in Social Services.

What skills is Marcella Harkness Cfp known for?

Marcella Harkness Cfp has skills like Retirement Planning, Mutual Funds, Retirement, Financial Planning, Fixed Annuities, Investments, Wealth Management, Iras, Financial Advisory, Securities, Life Insurance, Alternative Investments.

Who are Marcella Harkness Cfp's colleagues?

Marcella Harkness Cfp's colleagues are Nazeer May, Jayesh Shah, Jay Wurtzler, Cfp®, Cdfa®, Susan Kim, Pat Brennan, Erica Tanner, Terry Williams.

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