portrait of Nick Harman

About Nick

I am a financial advisor because I am an educator and problem solver at heart. I enjoy learning about others and equipping them with the knowledge and confidence to make sound financial decisions. My mission is simple: whenever one of my clients is faced with a financial decision or question, I want to be one of the first calls they make. I want my clients to feel in control of their finances and their lives.

I attended the University of Pittsburgh and graduated with a BA in environmental studies in 2001. After an enjoyable career as an educator and environmental consultant,...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Univ of Pittsburgh-PittsburghBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Music
  • Movies & Entertainment
  • Football

Team Members

  • Robbie Fleming
    Sr. Branch Office Administrator

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