Michael MacFarlane Email & Phone Number
Partner @ Happier Wealth
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Michael MacFarlane Location
- Provo, UT, US
Michael MacFarlane Work
- 2024 -now Partner @
- 2003 -2024 Wealth Management Advisor and Managing Director @
- 1998 -2003 CFO @ Kiora
Michael MacFarlane Education
- The American College of Financial Services
ChFC (Chartered Financial Consultant)
2003-2005 - Utah Valley University
Bachelors (Philosophy/History)
1995-1999 - Timp View High school 1989-1990
Michael MacFarlane Skills
- Finance
- Strategic Financial Planning
- Wealth Management
- Financial Planning
- Retirement Planning
- Leadership
- Investments
- Financial Advisory
- Small Business
- Customer Service
- Sales
- Entrepreneurship
- Financial Analysis
- Marketing
- Retirement
- Analysis
- Strategy
- Estate Planning
- IRAs
- Accounting
- Business Development
- Financial Services
- Insurance
- Life Insurance
- Disability Insurance
- Business Strategy
- Mutual Funds
- Risk Management
- Fixed Annuities
- 401k
- Series 63
- Asset Allocation
- Portfolio Management
- Strategic Planning
- Services
Michael MacFarlane Summary
- Michael MacFarlane, based in Provo, UT, US, is currently a Partner at Happier Wealth. Michael MacFarlane brings experience from previous roles at Northwestern Mutual Financial Network and Kiora. Michael MacFarlane holds a 2003 - 2005 ChFC in Chartered Financial Consultant @ The American College of Financial Services. With a robust skill set that includes Finance, Strategic Financial Planning, Wealth Management, Financial Planning, Retirement Planning and more. Michael MacFarlane has 1 emails and 1 mobile phone numbers on RocketReach.
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