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Harry Shamlian, CFP®, EA, MBA

Senior Principal

Albany

Client Advisory

Biography

Harry is a Senior Principal & Wealth Advisor in the Albany, NY office. He offers financial planning services across areas such as investments, tax, estate, and retirement planning for individuals, families, corporate executives, and business owners. He advises clients on all aspects of their financial lives, including investments, estate and income tax planning, retirement, compensation and benefits, insurance, and charitable giving. 

Prior to joining Cerity Partners, Harry worked as a Senior Vice President of Financial Counseling at Graypoint, a comprehensive financial planning and wealth management firm based in the Capital Region of New York. Harry has over 25 years of client advisory experience and has worked at several financial services firms, including Ayco, a Goldman Sachs Company.

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Education

  • BBA in Accounting from Siena College
  • MBA from Rensselaer Polytechnic Institute

Highlights

  • Certified Financial Planner (CFP)
  • IRS Enrolled Agent (EA)

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.