Charlie Harrison, Cfp® Email & Phone Number

Charlie Harrison, CFP® considers Roseville, CA his home town due to the fact that he grew up all over the world as a proud son of a military family. Charlie is a graduate of California State University, Chico.• Series 7 & 66 Securities Registrations• CA Life and Health Insurance License (CA-0I88100)• CERTIFIED FINANCIAL PLANNER™Currently, Charlie is a Investment Advisor Representative at United Planners and a Registered Representative of United Planners Financial Services, who has been helping businesses, families and individuals in the following areas:• Fee Based Financial and Business Planning • Executive and Group Employee Benefit Solutions• Asset Growth Strategies and Investments• Risk Management Strategies and Asset Protection StrategiesCharlie is married to his best friend and wife Christie Harrison. The two were married on Lake Travis in Austin, TX in 2004. They share a love for spoiling three nieces and a nephew. They are also passionate about wellness, fitness and community involvement. Charlie sits on multiple boards of local non-profit organizations and is very active in his Rotary Club and the Roseville Area Chamber of Commerce. Charlie is a runner, triathlete and ski enthusiast.Charlie Harrison is a Registered Representative offering Securities and Advisory services through United Planners Financial Services, Member FINRA/SIPC. Sequoia Advisory Group and United Planners are independent companies.This information is intended for use only by residents of (AZ, CA, FL, GA, HI, ID, KY, MD, MI, MO, NC, OK, OR, TX, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Insurance-related services may not be provided to individuals residing in any states other than (AZ, CA, FL, GA, HI, ID, KY, MD, MI, MO, NC, OK, OR, TX, WA).

Listed skills include Sep And Simple Ira'S, Annuities, Asset Allocation, Business Continuation Strategies, and 27 others.