Marcella Harkness Email & Phone Number
Certified Financial Planner @ Capital Growth Inc.
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Marcella Harkness Location
- San Diego, CA, US
Marcella Harkness Work
- Certified Financial Planner @ (January 2010 - Present)
- CFP @ (January 1998 - January 2015)
- Certified Financial Planner @ Harkness Financial (January 1999 - January 2010)
- Financial Advisor @ (January 1994 - January 1999)
Marcella Harkness Education
- San Diego State University
Master’s Degree (Educational/Instructional Technology)
1992-1995 - University of California, Davis
Bachelor's degree (Economics)
1981-1985 - College for Financial Planning
Certified Financial Planner (Financial Planning and Services)
2001
Marcella Harkness Skills
- Long Term Care
- Fixed Income
- Investment Strategies
- Strategic Financial
- Certified Financial Planner
- Wealth Accumulation
- Investment Advisory
- Long Term Care Insurance
- Life Insurance
- Insurance
- Accounting
- Portfolio Management
- Fixed Annuities
- Wealth Management
- Risk Management
- Public Speaking
- Wealth
- Microsoft Excel
- Estate Planning
- Relationship Management
- Series 63
- Strategic Planning
- Series 6
- Mutual Funds
- Financial Goals
- Wealth Management Services
- 401k
- Series 7
- Financial Planning
- Investments
- FINRA
- Retirement Planning
- Financial Advisory
- Alternative Investments
- Financial Services
- Pensions
- Variable Annuities
- Healthcare
- Bonds
- Customer Service
- Savings
- Series 24
- Microsoft Word
- Securities
- Finance
- Training
- Strategic Financial Planning
- Asset Management
- Financial Analysis
- Equities
- Retirement
- Investment Management
- Small Business
- Tax
- Asset Allocation
- IRAs
- 529 Plans
- Asc And Hospital Medical Billing
- Payment Posting
- Procedural And Diagnostic Coding
- Claim Denials And Appeals Management
- Insurance Verification
- Reconciliation
- Revenue Cycle Management
Marcella Harkness Summary
- Marcella Harkness, based in San Diego, CA, US, is currently a Certified Financial Planner at Capital Growth, Inc.. Marcella Harkness brings experience from previous roles at Independent Financial Group, LLC, Harkness Financial and North Island Credit Union. Marcella Harkness holds a 1992 - 1995 Master’s Degree in Educational/Instructional Technology @ San Diego State University. With a robust skill set that includes Long Term Care, Fixed Income, Investment Strategies, Strategic Financial, Certified Financial Planner and more. Marcella Harkness has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Capital Growth Inc. Employees
Mike Molloy
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Art Molloy
Owner
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Marcella Harkness
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Renee Corron-Power
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Pat Brennan
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