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Harrison Schaefer, Cfp® Email & Phone Number

Financial Advisor Manager at Retirable
Location: New York, United States 11 work roles 3 schools
1 work email found @retirable.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 86%

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Work email h****@retirable.com
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Current company
Role
Financial Advisor Manager
Location
New York, United States

Who is Harrison Schaefer, Cfp®? Overview

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Quick answer

Harrison Schaefer, Cfp® is listed as Financial Advisor Manager at Retirable, based in New York, United States. AeroLeads shows a work email signal at retirable.com and a matched LinkedIn profile for Harrison Schaefer, Cfp®.

Harrison Schaefer, Cfp® previously worked as Senior Financial Advisor at Retirable and Investment Advisor at Retirable. Harrison Schaefer, Cfp® holds Bachelor Of Arts - Ba, Rhetoric And Composition/Writing Studies, Political Science, Minor In Economics from Depaul University.

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Email format at Retirable

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{first}@retirable.com
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Profile bio

About Harrison Schaefer, Cfp®

My passion is to pursue spheres and networks that encourage broader financial wellbeing. I am focused on supporting avenues that educate and support every member of our society, allowing everyone to reach their full potential. I believe in harnessing a community’s existing abilities to further expand access to financial services, empowering them with the resources and knowledge to make their own choices when it comes to their lives. In order to increase opportunities for long-term wealth creation, advocates for financial inclusion must have an active seat at the table when it comes to promoting services that are not only technologically innovative and effective but inclusive and conscious of communities’ needs and experiences.

Current workplace

Harrison Schaefer, Cfp®'s current company

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Retirable
Retirable
Financial Advisor Manager
AeroLeads page
11 roles

Harrison Schaefer, Cfp® work experience

A career timeline built from the work history available for this profile.

Financial Advisor Manager

Current

New York, Ny, Us

Aug 2024 - Present

Senior Financial Advisor

New York, Ny, Us

Aug 2023 - Aug 2024

Investment Advisor

New York, Ny, Us

Dec 2021 - Aug 2023

Financial Coach

Overland Park, Kansas, Us

At Spring (the #1 employer-sponsored financial wellness platform in the nation), I provide one-on-one financial coaching, covering a wide range of topics including building savings, investing, homeownership, retirement planning, and other topics related to financial wellbeing. I foster an inclusive, judgment-free environment in which all users feel comfortable discussing private aspects of their financial lives. Each coaching session allows me to help users reach their financial aspirations using a coaching model relationship, assisting and guiding in goal setting while delivering financial education curriculum that empowers users with the knowledge to make informed financial decisions to ultimately determine the best path for themselves and their families.

Apr 2021 - Aug 2022

Financial Innovations Project Leader

Chicago, Illinois, Us

As the Financial Innovations Project Leader, I managed all special projects concerning the integration of financial technology (fintech) into asset-building programs for low-income participants. Working with fintech developers and advocacy groups, I assessed applications’ abilities to assist participants in building wealth, credit, or financial capability. I developed workshops surrounding the use of fintech services and provided training for financial coaches on how to incorporate fintech into the financial literacy curriculum. I also hosted educational webinars for participants, provided support for troubleshooting issues related to fintech services, and created marketing materials for all financial innovations outreach efforts.

Jan 2019 - Aug 2021

Consultant

Canine Code Behavioral Training

Canine Code is a dog behavioralist business dedicated to private one-on-one consultations to remedy behavioral issues in dogs. I worked as a consultant to oversee daily administrative duties and to workshop ideas on how to make operations more efficient. It was a period of rapid growth for the business, and the existing business model did not meet the new demands. I restructured employees’ roles to better delegate tasks and workload. I also implemented a CRM system to manage customer data and interactions. Additionally, I improved the business website’s SEO to garner more online traffic and wrote a business strategy for expansion into other sectors.

Sep 2017 - Apr 2018

Legal Assistant Paralegal

St. Paul, Minnesota, Us

NLRA LitigationI collaborated with several other firms to represent clients whose employers violated the National Labor Relations Act. I was assigned to investigate potential cases, interview clients and gather all appropriate records, and then determine whether a NLRA violation occurred. I had to present these findings in a concise and cohesive manner in a weekly meeting with attorneys.

Jun 2016 - Oct 2016

Legal Assistant Paralegal

St. Paul, Minnesota, Us

Product Liability LitigationI was part of a small team dedicated to product liability litigation within the agricultural sector. I managed 100+ cases serving as a liaison between clients and attorneys, and as such was required to be knowledgeable in all aspects of the litigation. I became well-versed in not only legal processes and product liability law but also federal agricultural policy (current and past policies, crop insurance and subsidy programs, etc.), farming business practices, and various agencies such as the USDA Farm Service Agency and crop insurance providers. Demonstrating such knowledge built my rapport with clients, ensuring their satisfaction and retention throughout a lengthy and oftentimes confusing legal process.

Oct 2015 - Jun 2016

Project Assistant

Chicago, Il, Us

I prepared, analyzed, and maintained witness and subject files, deposition and trial exhibits, and databases for case and document management. I routinely conducted preliminary research and cite-checked briefs and legal memoranda for court filing in an extremely fast-paced environment. I was also responsible for training new project assistants that joined the litigation team.

Jun 2014 - Oct 2015

Intern Staffer For Mep Christian Ehler

European Union Parliament

I served as a staffer in the office of German MEP (Member of European Parliament) Christian Ehler. Much of my work revolved around issues relating to EU trade and environmental policies. I extensively researched EU trade policies, specifically those relating to agriculture, and presented the information to MEP Ehler. I also attended daily plenary sessions and hearings regarding EU and US regulations on various sectors of the economy and prepared executive summaries for MEP Ehler. Additionally, I coauthored a report outlining the key factors for the US economy during the 2008 Great Recession, including the many years leading up to the crisis and the immediate policy remedies pursued thereafter.

Jan 2013 - Jun 2013

Public Policy Intern

Washington, District Of Columbia, Us

I worked as a public policy analyst primarily following news regarding voter rights, voter suppression, and laws affecting citizens’ abilities to vote. I regularly wrote and updated segments for “The Right to Vote” blog, addressing voting rights issues to a national audience. I also coauthored "The Right to Vote Under Attack, 2012 Update Report," a lengthier analysis of state legislatures' efforts to curtail voting among certain groups, especially working-class people and minorities.In addition to my work on voter rights, I researched and wrote about judicial nominations, campaign finance, and civic participation. I regularly attended Congressional hearings regarding these topics.

Aug 2012 - Dec 2012
3 education records

Harrison Schaefer, Cfp® education

Bachelor Of Arts - Ba, Rhetoric And Composition/Writing Studies, Political Science, Minor In Economics

Depaul University

International Relations And Affairs

Ku Leuven

Political Science And Government

Georgetown University
FAQ

Frequently asked questions about Harrison Schaefer, Cfp®

Quick answers generated from the profile data available on this page.

What company does Harrison Schaefer, Cfp® work for?

Harrison Schaefer, Cfp® works for Retirable.

What is Harrison Schaefer, Cfp®'s role at Retirable?

Harrison Schaefer, Cfp® is listed as Financial Advisor Manager at Retirable.

What is Harrison Schaefer, Cfp®'s email address?

AeroLeads has found 1 work email signal at @retirable.com for Harrison Schaefer, Cfp® at Retirable.

Where is Harrison Schaefer, Cfp® based?

Harrison Schaefer, Cfp® is based in New York, United States while working with Retirable.

What companies has Harrison Schaefer, Cfp® worked for?

Harrison Schaefer, Cfp® has worked for Retirable, Spring, Heartland Alliance, Canine Code Behavioral Training, and Johnson Becker Pllc.

How can I contact Harrison Schaefer, Cfp®?

You can use AeroLeads to view verified contact signals for Harrison Schaefer, Cfp® at Retirable, including work email, phone, and LinkedIn data when available.

What schools did Harrison Schaefer, Cfp® attend?

Harrison Schaefer, Cfp® holds Bachelor Of Arts - Ba, Rhetoric And Composition/Writing Studies, Political Science, Minor In Economics from Depaul University.

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