Michael Tallon, CFP®

Senior Wealth Consultant

Designations and Licenses

Michael is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Michael focuses on new business development. He works with individuals and families to understand their specific needs and priorities and then introduces them to a wealth planning team that can help them achieve their long-term financial objectives. He previously served as a senior wealth advisor for Mariner Wealth Advisors developing customized wealth planning solutions for high-net-worth families, individuals and executives.

Prior to joining Mariner Wealth Advisors, 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 in 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, specifically of golf, football, baseball and volleyball. His hobbies include woodworking and home renovation work.

Michael’s Offices

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