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Harrison Kim, CFP®

Senior Associate

North Bay

Client Advisory

Biography

Harrison is a Senior Associate in the North Bay office. As a member of the firm’s Wealth Management practice, he advises individuals, families, and businesses on building and preserving wealth through comprehensive financial planning and investment management. He is committed to providing clear, actionable strategies that help clients make confident decisions about their financial future.

Prior to joining Cerity Partners, Harrison worked as a Financial Services Representative for Charles Schwab where he held FINRA Series 7 and Series 63 licenses.

Learn more about my practice.

Education

  • B.A. in Economics from Vassar College

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Omicron Delta Epsilon, International Honor Society in Economics

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Learn about our Privacy Policy

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.