Harlan N. Graiser, MBA, CFP®, CLTC
Senior Risk Management Consultant
My NET WORTHWHILE™ is helping clients protect the wealth they’ve worked hard to achieve.
As a CFP® professional and licensed insurance agent, Harlan understands how insurance can protect a client’s overall financial health. He applies his 17 years of experience as an insurance specialist to help SignatureFD’s advisors apply cost-effective protective solutions to the core of a client’s financial design.
Harlan entered the insurance world in 2002 after careers in engineering and management consulting. He holds an undergraduate degree in Mechanical Engineering from the Rensselaer Polytechnic Institute, as well as an MBA from Xavier University. He also received his graduate certificate in personal financial planning from Georgia State University.
Harlan is a member of the Financial Planning Association. He is the immediate past president of Temple Beth Tikvah and remains on its Board of Trustees.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.