Harold W. Kirschner, MBA, CFP® is a born problem solver and continually finds unique solutions to complex challenges. Harold applies his natural ability to each financial plan and investment strategy he creates.
Harold joined SHJ Wealth Advisors in 2003. He is passionate about increasing awareness of the value of financial planning. Harold infuses that passion into working with SHJ’s clients and continually provides creative solutions to their dilemmas. Harold is an important member of SHJ’s Investment Department and Investment Committee. Over the years, Harold has become the firm’s go-to expert on college planning and revels in seeing clients’ children and grandchildren earn college degrees without tremendous debt.
When Harold isn’t hard at work on solving a challenging problem you are likely to find him enjoying the journey with his family as they go on road trips, hike, camp and fly fish.
Did you know…Harold parent’s both immigrated from Europe making Harold a first-generation American.
Education & Certifications
CFP®, CERTIFIED FINANCIAL PLANNER™ • 1999
B.S. in Aerospace Engineering