Michael MacKelvie
CFP®
Senior Wealth Advisor
Phone: 503-210-1850
Designations and licenses
Michael is a CERTIFIED FINANCIAL PLANNER™ professional.
Experience and education
Michael works with individuals and families to provide customized wealth management solutions to help them reach their goals.
Prior to joining Mariner, he was a part of Cascadia Wealth Management. Prior to that, Michael was the managing partner for Three Rivers Wealth Management. He began his career at Pacific Capital Resource Group based out of Bellevue, Washington.
Michael holds a bachelor’s degree in business and finance from Regis University. He was a high honors graduate, an academic all-American basketball player and earned the Alvin Goodman award for the highest student-athlete GPA.
Personal interests
Michael enjoys reading, writing, playing basketball, watching sports, camping and woodworking.
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.
