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
- 2010 -now Certified Financial Planner @
- 1998 -2015 CFP @
- 1999 -2010 Certified Financial Planner @ Harkness Financial
- 1994 -1999 Financial Advisor @
Marcella Harkness Education
- San Diego State University-California State University
Master’s Degree (Educational/Instructional Technology)
1992-1995 - University of California, Davis
Bachelor's degree (Economics)
1981-1985 - College for Financial Planning
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-California 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 2 emails and 1 mobile phone numbers on RocketReach.
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Top Capital Growth Inc. Employees
Mike Molloy
Operations and Compliance Coordinator
California, United States
Art Molloy
Owner
San Diego, CA, US
Marcella Harkness
Certified Financial Planner
San Diego, CA, US
Jay Wurtzler
Executive Vice President
San Diego, CA, US
Jaco Venter
Divisional Owner
Cape Town, WC, ZA
John Cione
Registered Representative
Solana Beach, CA, US
Erica Tanner
Director Of Client Services
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Renee Corron-Power
Executive Asst.
Saint James, NY, US
Pat Brennan
Senior Vice President
Carlsbad, CA, US
Dara So
Marketing Associate
Los Angeles, CA, US
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