Cfp Daniel Harsh
Daniel joined CAPTRUST in May of 2019 through the acquisition of Cornerstone Capital Advisors. As a financial advisor,... | North Canton, Ohio, United States
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Cfp Daniel Harsh’s Location North Canton, Ohio, United States
Cfp Daniel Harsh’s Expertise Daniel joined CAPTRUST in May of 2019 through the acquisition of Cornerstone Capital Advisors. As a financial advisor, Dan assists clients with the development of a financial plan to meet their short-term and long-term goals through investment, retirement, income tax, estate and college planning. Daniel graduated Magna Cum Laude from Walsh University in 2012 with Bachelor of Arts degrees in Accounting and Finance. He was elected the Outstanding Senior in Finance at Walsh University. Dan was also a member of the Walsh University Track and Field team, where he was a National Qualifier. Dan earned the CERTIFIED FINANCIAL PLANNER designation in 2016. Daniel resides in North Canton with his wife, Destanie and their eight children. He volunteers coaching his oldest daughter and local children in Track and Field.
Cfp Daniel Harsh’s Current Industry Captrust
Cfp
Daniel Harsh’s Prior Industry
Tam O Shanter Golf Course
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Cornerstone Capital Advisors
|
Captrust
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Work Experience
Captrust
Financial Advisor | Relationship Manager
Wed May 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Cornerstone Capital Advisors
Lead Advisor and Financial Planning Analyst
Sun Apr 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed May 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)
Tam O Shanter Golf Course
Maintenance Worker
Sun Jun 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Apr 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Cfp Daniel Harsh Email Addresses
FAQ About Cfp Daniel Harsh
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Cfp Daniel Harsh is located at
North Canton, Ohio, United States -
Cfp Daniel Harsh is a
Daniel joined CAPTRUST in May of 2019 through the acquisition of Cornerstone Capital Advisors. As a financial advisor, Dan assists clients with the development of a financial plan to meet their short-term and long-term goals through investment, retirement, income tax, estate and college planning. Daniel graduated Magna Cum Laude from Walsh University in 2012 with Bachelor of Arts degrees in Accounting and Finance. He was elected the Outstanding Senior in Finance at Walsh University. Dan was also a member of the Walsh University Track and Field team, where he was a National Qualifier. Dan earned the CERTIFIED FINANCIAL PLANNER designation in 2016. Daniel resides in North Canton with his wife, Destanie and their eight children. He volunteers coaching his oldest daughter and local children in Track and Field. Captrust -
Cfp Daniel Harsh currently works in the
Captrust -
Cfp Daniel Harsh specializes in
Daniel joined CAPTRUST in May of 2019 through the acquisition of Cornerstone Capital Advisors. As a financial advisor, Dan assists clients with the development of a financial plan to meet their short-term and long-term goals through investment, retirement, income tax, estate and college planning. Daniel graduated Magna Cum Laude from Walsh University in 2012 with Bachelor of Arts degrees in Accounting and Finance. He was elected the Outstanding Senior in Finance at Walsh University. Dan was also a member of the Walsh University Track and Field team, where he was a National Qualifier. Dan earned the CERTIFIED FINANCIAL PLANNER designation in 2016. Daniel resides in North Canton with his wife, Destanie and their eight children. He volunteers coaching his oldest daughter and local children in Track and Field. -
Cfp Daniel Harsh speaks the following languages:
No languages available. -
Cfp Daniel Harsh has prior experience in the following industries:
Cornerstone Capital Advisors , Tam O Shanter Golf Course -
Cfp Daniel Harsh has the following professional experience:
Captrust , Cornerstone Capital Advisors , Tam O Shanter Golf Course . -
You can view Cfp Daniel Harsh’s
LinkedIn profile at LinkedIn URL. -
Cfp Daniel Harsh’s work email addresses are
[email protected] . -
Cfp Daniel Harsh works at
Captrust
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