Harrison & Associates

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Advisors

Advisor photo for Philip Michael Harrison

Philip Michael Harrison

Private Wealth Advisor

Managing Director of Harrison & Associates
Visit Philip Michael Harrison's website
Advisor photo for Jake Harrison

Jake Harrison

MSF, CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jake Harrison's website
Advisor photo for Andrew Hathaway

Andrew Hathaway

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Andrew Hathaway's website


Team

Deanna Hang

Deanna Hang

Paraplanner,

Operations Manager

Qualifications

  • Started with Harrison & Associates in 2005
  • Series 7
  • Series 66
  • CA Life and Health Insurance
  • University of California, San Diego-- Bachelor of Arts Degree in Economics and Bachelor of Sciences Degree in Biology
  • Notary Public - California, Commission # 2237982
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Zachary Carson

Zachary Carson

Paraplanner

Personal Intro

Zach is a recent graduate of the Business Management program at CSU San Marcos. He has worked in client facing roles in the financial services industry before (including as a Financial Advisor with Prudential Financial). Zach is FINRA Series 7and Series 66 licensed. In his spare time Zach enjoys cooking, getting together with friends and family, and living an active lifestyle with his wife, Kristina, and dog, Kali.

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