Managing Partner

Michael J. Marion

Michael is the founder and president of Marion Consulting, LLC which is currently celebrating 45 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.
Managing Partner

Michael Marion

Michael is the founder and president of Marion Consulting, LLC which is currently celebrating 45 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.

Email Address

Michael@MCLLC.com

Phone Number

(714) 241-7114

Office Location

7700 Irvine Center Drive Suite 800 Irvine, CA 92618

Credentials:

Chartered Life Underwriter (CLU), 1984

The American College, Bryn Mawr, Pennsylvania.

1st

Chartered Financial Consultant (ChFC), 1985,

The American College, Bryn Mawr, Pennsylvania

2nd

Certified Specialist in Planned Giving (CSPG), 1997,

American Institute for Philanthropic Studies at CSU, Long Beach

3rd

Chairman, ING Life Design, Field Advisory Council, 2005-06

4th