Jason Harris, MSFS, CRPC™

MY BACKGROUND:

- Education

• BS in Economics from SUNY Albany, 1999
• MS in Financial Services & Banking from Mercy College, 2003

- Designations

• MSFS
• CRPC™

MY APPROACH:

I am committed to working on an individual solution for each client. By focusing on a goals-based approach, we find that it builds the highest level of confidence in attaining your long-term goals, which leads to more engagement! Our goal is to make planning and financial decision-making as easy as possible, as well as to help you get the most from your savings. Each client has a unique set of goals and needs, and I work with them to provide the most holistic plan to meet their current and long-term needs.

Areas of Focus:

• Retirement Planning Strategies
• Investment Management
• Family Finances
• Retirement Income Strategies
• Intergenerational Planning
• Estate Planning Strategies
• Domestic Partner Planning
• Insurance
• Saving for Education

ABOUT ME:

I have been married to my wife Erica since 2007, and we reside in Commack with our daughter, Jordyn, and son, Seth. As a family, we like to take road trips when possible, usually to Boston or Washington DC. In my spare time, I enjoy skiing with my son, playing golf, and watching my daughter grow and compete as a dancer.

- Community Participation:

I am on the board of Hero Spirit Project, which is a 501c that raises money to assist first responders and military members during their time of need.

In addition, the practice sponsors a high school student and a university student in the Dominican Republic. We also support a wide array of local and national public charities focused on protecting youth and the environment. For the past 10 years, we have also participated as a team supporting local food pantries and other on-the-ground support services for the needy in our Annual Practice Day of Service, usually in November.