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 work towards whatever is most important to them. 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 - losing a spouse, divorce or planning for an upcoming retirement.
A native of the Netherlands, Harold received his BS in International Marketing and a Masters in Financial Services.
Harold can be found biking around Williamsburg, including his commute to the office. He and Tracy have two teenage sons and love travel and great food.