Marcella Harkness, CFP®

Financial Advisor

Marcella’s professional experience encompasses more than 20 years in the financial and investment industries.  Marcella concentrates on long term investment planning.  She understands the importance of trust and is able to focus on each client’s personal goals, taking into account all aspects of one’s finances and lifestyle objectives.  She has a special talent for translating complex financial issues into simple, understandable concepts, and creating an action plan to meet individual objectives.  Marcella thrives on helping multigenerational families grow, manage, preserve and transfer wealth in a meaningful way.

Marcella began her career as a stockbroker in Denver, Colorado.  She returned to California where she worked as a Financial Advisor at North Island Federal Credit Union. She created her own Independent Financial Planning Practice in 1999.  Marcella joined Capital Growth, Inc. in 2010 in order to provide a broader investment platform to her clientele.

Marcella is a CERTIFIED FINANCIAL PLANNER® practitioner.  She holds 4 securities licenses (including a Principal Designation), as well as a California Life and Disability Insurance License.  She has held supervisory responsibilities for two different broker-dealer firms over the past 20 years.  Marcella has a Master’s degree from San Diego State University (1995) and a Bachelor’s degree in Economics from the University of California, Davis (1985).

Marcella resides in San Diego with her husband and their two children.  She is a California native and grew up on a dairy farm in the Imperial Valley.  Marcella enjoys spending time with her family, golf, indoor soccer, skiing, masters swimming and is an avid reader.
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