Piercen Harnish, CFP®
Financial Advisor at Shelton Financial Group- Claim this Profile
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English -
Topline Score
Bio
Credentials
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Certified Financial Planner (CFP)
CFP BoardApr, 2021- Nov, 2024
Experience
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Shelton Financial Group
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United States
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Financial Services
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1 - 100 Employee
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Financial Advisor
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Sep 2019 - Present
Piercen Harnish is a financial strategist for high-income emerging investors seeking dynamic financial planning as well as pre-retired and retired individuals.
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Relationship Manager
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Jan 2019 - Sep 2019
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Financial Advisor Intern
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Oct 2018 - Dec 2018
Generated client documents and reports. Witnessed client appointments. Conducted market research.
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Ash Brokerage
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United States
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Financial Services
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300 - 400 Employee
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Regional Protection Specialist
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Jul 2018 - Sep 2018
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Rotational Co-Op
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Mar 2017 - Jul 2018
As a Rotational Co-Op student at Ash Brokerage, I am learning and gaining experience in the various departments within the insurance brokerage industry by engaging with advisors out in the field, clients and other intermediaries. I spend time with each department at Ash Brokerage, focusing on customer engagement. I’m proud to be a part of Ash Brokerage’s team of more than 300 people who make a difference for financial professionals and their clients each day. We know our work has an… Show more As a Rotational Co-Op student at Ash Brokerage, I am learning and gaining experience in the various departments within the insurance brokerage industry by engaging with advisors out in the field, clients and other intermediaries. I spend time with each department at Ash Brokerage, focusing on customer engagement. I’m proud to be a part of Ash Brokerage’s team of more than 300 people who make a difference for financial professionals and their clients each day. We know our work has an impact on the lives of countless people, along with their families, businesses and communities. That’s why we remain focused on building deeper relationships and providing positive outcomes. That’s why you should work with Ash Brokerage.
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Shelton Financial Group
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United States
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Financial Services
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1 - 100 Employee
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Intern
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May 2016 - Sep 2016
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Norwell High School
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Education Administration Programs
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1 - 100 Employee
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Athletic Department Intern
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Aug 2015 - Jan 2016
Collaborated with teachers and coaches to develop and maintain curriculum standards, develop mission statements, and set performance goals and objectives. Made sure all after school sporting activities were well prepared and examined participants in order to ensure compliance with event and safety regulations. Collaborated with teachers and coaches to develop and maintain curriculum standards, develop mission statements, and set performance goals and objectives. Made sure all after school sporting activities were well prepared and examined participants in order to ensure compliance with event and safety regulations.
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Education
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University of Saint Francis
Bachelor’s Degree, Financial Planning and Services