Harrison Maizels, CFP®
Hi there!
I’m Harrison, a CERTIFIED FINANCIAL PLANNER™ based in Brooklyn, New York. I’m a Dad of two young boys, Simon and Otis, and I spend most of my days (and nights) trying to be a present father and help them navigate the opportunities presented with growing up in a big city.
In addition to being a Dad, I’m also building a boutique financial planning and investment management company. My goal is to help people align their money with their values so they can achieve their goals and live their most fulfilling lives!
As a fiduciary, I’m committed to creating a business that provides customized, professional financial guidance, while avoiding conflicts of interest and always putting my clients first.
Over the past 11 years I’ve spent in the wealth management and financial planning industry, I’ve had the privilege of working with hundreds of clients from diverse socioeconomic backgrounds and situations.
I’ve helped young professionals create plans to pay off student loans and credit card debt, as well as high-ranking executives, business owners, and ultra-high net worth individuals and families manage their wealth and navigate significant life transitions.
At the heart of my practice lies a commitment to building and fostering lasting relationships based on trust and transparency with my clients. I’m passionate about financial literacy and believe in empowering individuals with the knowledge and confidence to make informed decisions about their money and their lives.
My educational background includes a B.S. in Business Administration from Chapman University, with dual emphases in Finance and Entrepreneurship. I’m also a Semester at Sea alumni and love to be in or near the ocean whenever possible!
contact Harrison.
harrison@corepln.com
(917) 310-0403