Marcella Harkness Financial Advisor at Capital Growth in San Diego

Marcella Harkness

Vice President
Wealth Management

San Diego, California
CFP®

Marcella Harkness Financial Advisor at Capital Growth in San Diego

ADVISOR
SINCE 1990

"My mission is to understand your needs, wants, and long-term goals."

Mission Statement

My mission is to get to know and understand your needs, wants, and long-term goals. I want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

My Background

I grew up on a dairy farm in the Imperial Valley, then attended college at UC Davis. I enjoyed the mountains and skiing. I returned to California in 1989 where I have been ever since.

Experience

    • 30 years professional experience
    • Began career as stockbroker in Colorado.
    • Financial Advisor at North Island Financial Credit Union.
    • Created Independent Financial Planning Practice in 1999.
    • Joined Capital Growth, Inc. in 2010 in order to provide a broader investment platform to my clientele. 

Education

    • 1985 BS University of California, Davis
    • 1995 MA San Diego State University

Designations

    • CFP® (Certified Financial Planner)
    • Licensed Medicare Agent
    • Securities Licenses:  Series 7, 24, 63, 65
    • Life, Health, Disability Insurance License

About Me

I am a California native, I grew up in Holtville California on a dairy farm. I met my husband Bob through childhood friends. We have two children and enjoy spending time as a family to travel. I enjoy open water swimming

Capital Insights

From My Column...

06 Blog

Investment Insights from Marcella Harkness

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