Personal Financial Planning
Paul R. Harrison
Paul R. Harrison graduated from Hartwick College in Oneonta, New York with a bachelors degree in economics in 1993. Mr. Harrison earned his designation as a Certified Financial Planner professional in 1999. In 2004, Mr. Harrison received his MBA degree from the University of Colorado at Denver.
Mr. Harrison holds FINRA Series 7, 9, 10 and 63 securities licenses. In 1996, Mr. Harrison started in financial planning as a registered representative with the Lincoln Financial Group where he worked with individuals focusing on asset protection. Mr. Harrison has worked with financial planning firms Sharkey, Howes & Javer and Means & Associates. In related work, Mr. Harrison has been a part of financial giants Charles Schwab & Company, American Century Investments and JP Morgan Chase. Currently Mr. Harrison works with a full-service, boutique financial planning firm, Coordinated Financial Services, Inc.