Michael Marion
About Michael
Michael is the founder and president of Marion Consulting, LLC which is currently celebrating 40 years of service. He has limited his practice to focusing on Family Wealth Transfer, Philanthropic Planning, Business Succession and Executive Benefit needs of high net worth families and successful closely held businesses.
Michael’s firm has established relationships with a unique network of top performing professionals from every relevant professional discipline. We collaborate with the “best of the best”. The result is an all-star team of financial, insurance, legal and tax experts with specialized, cutting edge and long-term experience working with high net worth clients and closely held business enterprises.
The Firm has developed substantial business interests in Southern California, Phoenix and Scottsdale, Arizona.
Credentials:
- Chartered Life Underwriter (CLU), 1984,
The American College, Bryn Mawr, Pennsylvania. - Chartered Financial Consultant (ChFC), 1985,
The American College, Bryn Mawr, Pennsylvania - Certified Specialist in Planned Giving (CSPG), 1997,
American Institute for Philanthropic Studies at CSU, Long Beach - Chairman, ING Life Design, Field Advisory Council, 2005-06