Harold H. Philipsen, CFP®, MSFS, ChFC®, CLU®, RICP®, AEP®

Harold H. Philipsen, CFP®, MSFS, ChFC®, CLU®, RICP®, AEP®

Wealth Management Advisor

A born teacher, Harold uses his deep knowledge and education around tax, retirement income and estate planning strategies to help our clients with their financial decision-making and provide them with the clarity that so many people seek. While Harold loves getting into analytical discussions about market strategies, he also knows that our industry is filled with jargon, and he meets you where you are. His calm demeanor is particularly valuable in situations where someone is in a major life transition.

A native of the Netherlands, Harold received his BS in International Marketing and a Masters in Financial Services.

Harold loves Williamsburg and can be found biking around town, including his commute to the office. He and Tracy have two young adult sons who love to travel and enjoy great food.  He loves going back to the Netherlands four times a year to visit with and get home cooking from his widowed mother.  

Harold Philipsen is solely an investment advisor representative of Bleakley Financial Group, LLC, and is not affiliated with LPL Financial.