HARSIN INSURANCE AGENCY - Key Persons

Dick is a Certified Public Accountant (CPA), a Certified Financial Planner (CFP®) and a Certified Divorce Financial Analyst (CDFA®). He began his career in 1984, when he started a CPA firm after leaving the Navy. In 1994 he launched Harsin Wealth Management, so he could better help his clients achieve their ideal retirement. Dick has been doing divorce planning for many years. Today, Dick enjoys meeting with his clients as much as he did on day one. To best serve them, he has continually enhanced his knowledge with additional training, networking and skill development. In addition, he has regularly conducted educational workshops on current trends surrounding retirement and divorce planning throughout the Puget Sound region for over 20 years, serving not only his clients, but also helping educate the broader community. Dick is one of a very small number of advisors participating in continuous education to become a part of nationally known IRA expert Ed Slott's Master Elite Advisor Group. He regularly travels around the country to meet study groups made up of colleagues who have also dedicated themselves to being the best IRA advisors in the country. Dick was recognized in USA Today, as one of 100 financial planning advisors across the nation to receive the Women's Choice Award in 2013-2018. His industry affiliations include the Financial Planning Association, the Washington State CPA Society, Institute of Divorce Financial Analysts, and Snohomish Estate Planning Council. Dick Harsin has been recognized by the Women's Choice organization for his commitment to the women's market and effectively serving women clients in Washington state for three years in a row. Over the years, Dick has been recognized for his extensive charitable work, as well as work within the financial services industry. Dick has served as a trustee of the National Exchange Foundation for the Prevention of Child Abuse, board member of Deaconess Children's Services, and the boards of local Little League organizations. In addition to Harsin Advanced Tax Planning Strategies Dick is also the founder of Emerald City Divorce Solutions and Harsin Wealth Management.