Charlie Harrison CFP® is a Registered Representative offering Securities and Advisory services through United Planners Financial Services, Member FINRA SIPC. He is responsible for helping businesses, families, and individuals in all areas of wealth management. Prior to joining Sequoia Advisory Group, Charlie worked with the Principal Financial Group, and has served clients in the financial industry for nearly five years.
A graduate of California State University, Chico, Charlie now holds his Series 7 and 66 securities licenses, as well as his California Life and Health Insurance License. As an Investment Advisor and Registered Representative of United Planners Financial Services, Charlie provides fee-based financial planning, business planning, executive and group employee benefit solutions, asset growth strategies and investments, and risk management strategies. He also received his Certified Financial Planner certification in 2018.
Growing up in a military family, Charlie moved all over the world. Since 2006, he and his wife Christie have established roots, and are proud to call Roseville, California their home. They are passionate about wellness, fitness, community involvement, and spending time with their three nieces and nephew. He enjoys running, participating in triathlon events, and skiing.
Charlie currently sits on multiple boards of local non-profit organizations, is an active member of his Rotary Club, and volunteers with the Roseville Chamber of Commerce.