Eldon  Harsin,  CFP<sup>&reg;</sup> - Financial Advisor

Eldon Harsin, CFP®

CPA,

Harsin Wealth Management

7231 196th St SW, Ste B
Lynnwood, WA 98036
FINANCIAL ADVISOR'S WEBSITE
(425) 774-9477

General

Eldon Harsin is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Harsin Wealth Management in Lynnwood, WA and the surrounding communities.

Financial Advisor Overview

Harsin Wealth Management mission is to empower our clients to focus on the things more important to them than money, by helping them manage their financial wealth wisely. Our advice is comprehensive, independent, and recognizes the uniqueness of each client’s situation.

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Financial Advisor Experience

Owned CPA firm from 1980 -1996; financial planning firm since 1994. Retirement planning, divorce planning, estate planning, IRA distribution planning,

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Other - CERTIFIED FINANCIAL DIVORCE ANALYST CDFA

Insurance Licenses

  • Life insurance: wa,ak
  • Health/disability insurance
  • Fixed annuities: wa,ak,ca,id,
  • Variable annuities: wa,ak,ca,id

Broker-Dealer Affiliation

Commonwealth Financial Network®

Broker-Dealer Disclaimer

Dick Harsin is a Registered Representative and Investment Adviser Representative offering Securities and Advisory Services Through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. This communication is strictly intended for individuals residing in specific state. See website for a list of eligible states. harsinwealth.com

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Limited Partnerships, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Special Needs, Women's Finances

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Helpful Financial Planning Resources