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Degrees
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Master of Business Administration
Bachelor of Science in Business Administration.
Graduate of The College of Financial Planning.
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My Expert Service
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I have been a certified financial planner since 1993 and I offer fee only, objective advice.
In order to maintain my objectivity I voluntarily gave up my Series 7 Securities License so that my focus would be on the client, not on making commissions on products that may or may not be needed.
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Experience & Qualifications
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I received my CFP™ in 1993 and worked for an independent broker-dealer on Long Island, NY.
I worked in the areas of insurance, investments, tax preparation and planning, estate planning, education and retirement funding.
I also have more then 30 years experience in information technology as systems analyst, management, independent consultant.
I have written, designed, and implemented accounting systems, financial management systems, and legal, collection, and education systems.
I created and designed an asset management system for a Fortune 50 company with sales over $12 billion dollars.
I was also employed for more then eleven years as the computer operations manager for a campus of one of the largest universities systems in the country.
As a result of my I.T., accounting, financial background over the last 30 years, I have become very proficient in Access, Excel, and programming languages. I am also an expert in protecting the software and hardware assets of an organization.
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Available Modes Of Communication
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email/chat
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Contact
Logan Harrison
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