Meet the Team
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Harry Panosian CFP®, ChFC®, AIF®
Financial Professional
Certified Financial Planner® Professional
Harry Panosian’s journey in financial services was shaped by personal experience. At 16, he faced the unexpected loss of his father—an event that left his family in financial hardship due to a lack of life insurance. This defining moment ignited his passion for financial planning, leading him to dedicate his career to helping others avoid similar challenges.
After earning his degree from Widener University, Harry balanced work and studies while pursuing his mission of financial education and security for individuals and families. His career began in life insurance, but his dedication to holistic financial planning led him to expand his expertise across multiple disciplines.
Education & Professional Credentials
With over 35 years of experience, Harry has earned a reputation for integrity and exceptional client service. His qualifications include:
- Certified Financial Planner® (CFP®)
- Chartered Financial Consultant® (ChFC®)
- Investment Advisor Representative
- Series 7, 24, 65, and 63 Licenses
A Commitment to Clients
Harry specializes in helping pre-retirees and retirees navigate their financial futures with confidence. He takes pride in providing comprehensive, multidisciplinary financial advice, empowering clients with the knowledge they need to make informed decisions.
Life in Scottsdale
Since 1997, Harry has called Scottsdale, Arizona, home. He enjoys the sunny climate, breathtaking landscapes, and vibrant cultural scene the city offers. Outside of work, he embraces the balance of outdoor activities, community involvement, and professional growth. He and his wife share their home with two adult children and two beloved dogs—a Shih Tzu and a Labrador-Border Collie mix.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.