Harry Panosian

Certified Financial Planner® Professional

Harry Panosian
CFP® | ChFC® | AIF® | RICP® Retirement Income Specialist |Helping Pre-Retirees & Retirees Navigate Retirement Income, SocialSecurity, Medicare & Retirement Planning
Scottsdale, Arizona, United States
Summary
Helping Pre-Retirees & Retirees Transition from WealthAccumulation to Retirement IncomeFor more than 35 years, I have helped individuals, families, businessowners, and retirees make informed financial decisions and developstrategies designed to support their long-term goals. As a CFP®,ChFC®, AIF®, RICP®, and Investment Advisor Representative, Ibring a comprehensive approach to retirement planning and wealthmanagement.My commitment to financial planning began after witnessing firsthandthe challenges families can face when they are unprepared for life'sunexpected events. That experience shaped my passion for helpingothers pursue greater financial confidence through education,planning, and personalized guidance.Today, I help clients navigate many of the financial challenges thatarise before and during retirement, including:• Retirement Income Planning• Investment Management & Risk Analysis• IRA & 401(k) Rollovers• Social Security Planning Considerations• Tax-Efficient Distribution Strategies• Estate Planning Coordination• Wealth Preservation & Legacy Planning• Managing Inflation, Healthcare Costs, Longevity Risk, andSequence of Returns RiskI believe financial planning should be understandable, actionable,and tailored to each client's unique circumstances. Rather thanoffering one-size-fits-all solutions, I work closely with clients to create
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