Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.


Our advisors

Advisor photo for Philip Michael Harrison

Philip Michael Harrison

Private Wealth Advisor

Managing Director of Harrison & Associates
Learn more about Philip Michael Harrison Visit Philip Michael Harrison's website
Advisor photo for Andrew Hathaway

Andrew Hathaway

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Andrew Hathaway Visit Andrew Hathaway's website
Advisor photo for Jake Harrison

Jake Harrison

MSF, CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Jake Harrison Visit Jake Harrison's website
Advisor photo for Melissa Reis

Melissa Reis

CIMA®

Financial Advisor

Investment Specialist
Learn more about Melissa Reis Visit Melissa Reis's website


Our team

Deanna Hang

Deanna Hang

Operations Manager,

Paraplanner

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
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Zachary Carson

Zachary Carson

Paraplanner

Annie Reis

Client Service Coordinator

Qualifications

  • Notary Public

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