CJ Harrison, a dedicated CERTIFIED FINANCIAL PLANNER™, serves as Vice President at DecisionPoint Financial, LLC, where he plays a pivotal role in shaping the financial futures of a diverse clientele, including individuals, families, corporations, business owners, and first responders. With a keen focus on personalized...
CJ Harrison, a dedicated CERTIFIED FINANCIAL PLANNER™, serves as Vice President at DecisionPoint Financial, LLC, where he plays a pivotal role in shaping the financial futures of a diverse clientele, including individuals, families, corporations, business owners, and first responders. With a keen focus on personalized financial planning, CJ is adept at designing, implementing, and monitoring customized financial solutions that align with the unique goals and circumstances of each client. His expertise extends to comprehensive retirement planning, investment strategies, and risk management, ensuring that clients are well-prepared for both expected and unforeseen financial challenges.
As a member of DecisionPoint’s Investment Committee, CJ leverages his extensive knowledge of market trends and investment vehicles to guide the firm’s strategic asset allocation decisions. His analytical skills, honed through years of experience, enable him to evaluate investment opportunities critically and make informed recommendations that enhance client portfolios. CJ's commitment to ongoing professional development is reflected in his recognition by InvestmentNews in 2019, highlighting his contributions to the financial planning industry and his dedication to client success.
In addition to his technical skills in financial planning and management, CJ is proficient in utilizing tools such as Microsoft Office, Excel, and various social media platforms to enhance communication and marketing efforts. His ability to convey complex financial concepts in an accessible manner fosters strong relationships with clients, empowering them to make informed decisions about their financial futures. At DecisionPoint Financial, CJ Harrison exemplifies a blend of expertise, passion, and commitment to excellence in financial planning.
