Harrison Cfp
Founder/Financial Advisor at Lakewood Wealth Management | Ann Arbor, Michigan, United States
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Harrison Kennard, CFP®, is the visionary founder of Lakewood Wealth Management, where he leverages over two decades of experience in the financial services industry to provide tailored investment strategies for his clients. His journey began at the tender age of 12 when he made his first foray into the stock market, igniting a lifelong passion for finance and investment. This early interest laid the foundation for a successful career that culminated in the establishment of Lakewood Wealth Management, a firm dedicated to delivering independent, unbiased, and objective financial advice.
At Lakewood, Harrison oversees a range of key projects that reflect his commitment to comprehensive financial planning and investment management. He specializes in strategic financial planning, focusing on both individual and small business clients. By employing a holistic approach, he ensures that each client receives personalized investment advisory services that align with their unique financial goals. Harrison's expertise in mutual funds and investment management allows him to craft diversified portfolios that mitigate risk while maximizing returns.
His role as a financial advisor extends beyond mere investment strategies; he is deeply invested in educating his clients about the complexities of finance and the importance of informed decision-making. Harrison's dedication to fostering long-term relationships is evident in his client-centric approach, where he prioritizes transparency and trust. As a Certified Financial Planner, he is committed to upholding the highest standards of professionalism, ensuring that Lakewood Wealth Management remains a beacon of integrity in the financial advisory landscape. Through his leadership, Harrison continues to empower individuals and businesses alike to navigate their financial futures with confidence.
Founder/Financial Advisor at Lakewood Wealth Management in April 2010 to Present
Financial Advisor at Edward Jones in September 2007 to April 2010
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Retirement Planning
Investments
Finance
Financial Advisory
Financial Services
Investment Advisory
Investment Management
Securities
Small Business
Strategic Financial Planning
Wealth Management
Retirement
Mutual Funds
Certified Financial Planner
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What is Harrison Cfp email address?
Email Harrison Cfp at [email protected] and [email protected]. This email is the most updated Harrison Cfp email found in 2026.
What is Harrison Cfp phone number?
Harrison Cfp phone number is +17349253644 and +16162830178.
How to contact Harrison Cfp?
To contact Harrison Cfp send an email to [email protected] or [email protected]. If you want to call Harrison Cfp try calling on +17349253644 and +16162830178. (updated on November 05, 2024)
What company does Harrison Cfp work for?
Harrison Cfp works for Lakewood Wealth Management
What is Harrison Cfp's role at Lakewood Wealth Management?
Harrison Cfp is Founder/Financial Advisor
What industry does Harrison Cfp work in?
Harrison Cfp works in the Financial Services industry.
Harrison Cfp Email Addresses
Harrison Cfp Phone Numbers
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