Michael Tallon, CFP^®

Designations and licenses

Michael is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and education

Michael focuses on new business development through Mariner’s Referral Partner Program (RPP). In this role, he provides communication, development and support to team members as well as hands-on involvement in the RPP sales strategy and process. He previously served as a senior wealth advisor for the firm, developing customized wealth planning solutions for high-net-worth families, individuals and executives.

Prior to joining Mariner, Michael worked at JPMorgan, where he assisted families and businesses with their long-term investment management and financial planning goals. Before that, he helped clients with all aspects of financial planning, including tax-efficient investing, estate planning, retirement planning and investment management, at Fidelity.

Michael has a bachelor’s degree in business with a concentration in finance from California State University, San Bernardino.

Personal interests

In his free time, Michael is an avid sports fan who likes golf, football, baseball and volleyball in particular. His hobbies include woodworking and home renovation work.

Michael’s Offices

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.