Featuring Danny Harlow and his son Chris Harlow from Harlow Wealth Management, the show discusses financial and tax planning topics and strategies, and Danny and Chris will answer your questions on financial management and retirement planning.
ABOUT DANNY J. HARLOW
Danny Harlow is the President and Chief Compliance Officer for Harlow Wealth Management. He began working in the financial services industry in 1973 and is well versed in financial and tax planning topics and strategies. Mr. Harlow is a member of the National Society of Tax Professionals and the National Society of Accountants as well as two other prestigious groups in the financial industry – the Million Dollar Round Table (of which he’s considered “Top of Table”) and the Ed Slott Elite IRA Advisor Group™, led by famed IRA expert Ed Slott. He is a LUTC® with the Life Underwriter Training Council, an insurance training agency, and has kept up-to-date on trends in the financial services industry by attending industry educational workshops. Mr. Harlow also has been featured in Newsweek magazine as one of America’s premier experts in financial planning and has been a special guest discussing retirement planning on The Brian Tracy television show. Mr. Harlow is married and is a long-time resident of the Pacific Northwest. In his free time, he enjoys spending time with his family, particularly his grandchildren, and playing golf.
ABOUT CHRIS HARLOW, CPA
Chris Harlow is the CEO of Harlow Wealth Management. He uses his IRS experience to help clients craft their financial strategies for retirement. After graduating from college, Chris got his start in the industry working for the IRS. Over the next 10 years, he gathered valuable knowledge about the tax code and received his CPA license. It was then that he decided to pursue his lifelong goal of working with his father and joined Harlow Wealth Management. Chris’ past experiences have instilled in him a dedication to guiding clients through tax and retirement strategies. He believes wholeheartedly in trust-based relationships and brings this conviction to his planning practices. Chris has passed the FINRA Series 65 securities exam; holds life insurance licenses in Washington, Oregon and Arizona; and has his Certified Public Accountant (CPA) license. He graduated from Pacific Lutheran University. Chris defines his interests as God, family and golf. He and his wife have three children and a Goldendoodle,.
Learn more about us at www.HarlowWealth.com or give us a call today: 800-782-2136