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