Michael Tallon, CFP®
Designations and Licenses
Michael is a CERTIFIED FINANCIAL PLANNER™ professional.
Experience and Education
Michael works with high-net-worth families, individuals and executives to develop customized wealth planning solutions. He incorporates investment planning, tax management and multigenerational family transition planning into the financial planning process with clients.
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. Prior to that, he worked in financial planning at Fidelity to help clients in aspects such as tax efficient investing, estate planning, retirement planning and investment management.
He has a bachelor’s degree in business with a concentration in finance from California State University San Bernardino.
In his free time, Michael is an avid sports fan, specifically golf, football, baseball and volleyball and his hobbies include woodworking and home renovation work.