Marcella Harkness CFP

Certified Financial Planner at Capital Growth, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
US
Skills

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Credentials

  • Certified Financiall Planner
    -

Experience

  • Capital Growth Inc.
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Certified Financial Planner
      • 2010 - Present

      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. 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.

  • Independent Financial Group, LLC
    • United States
    • Financial Services
    • 100 - 200 Employee
    • CFP
      • 1998 - 2015

  • Harkness Financial
    • La Mesa, CA
    • Certified Financial Planner
      • 1999 - 2010

      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. 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
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Financial Advisor
      • 1994 - 1999

      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. 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.

Education

  • University of California, Davis
    Bachelor's degree, Economics
    1981 - 1985
  • College for Financial Planning
    Certified Financial Planner, Financial Planning and Services
  • San Diego State University-California State University
    Master’s Degree, Educational/Instructional Technology
    1992 - 1995

Community

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