By Piercen Harnish, CFP®
There are many reasons you probably chose your career. Maybe it was the excitement of future opportunities, the salary, or the flexibility. For me, my reason was simple: I wanted a career where I could have a significant impact on people’s lives while using my passions and skills. From a young age, I saw that money, and how you handle it, can make or break your life. That’s why I decided to spend my days helping others discover financial freedom and feel empowered to make the right financial decisions for their lives.
With this goal in mind, I earned a bachelor’s degree in finance from the University of Saint Francis. While in school, I not only had the memorable opportunity to play football and win back-to-back National Championships (and even be a finalist for the William V. Campbell Trophy, otherwise known as the “Academic Heisman”), but I also had the privilege of interning at Shelton Financial Group (SFG) and getting my feet wet in the industry.
When I graduated, I worked for Ash Brokerage, getting hands-on experience in the insurance and annuity world and learning how to best serve clients and meet their financial needs. I eventually returned to SFG, this time as a CERTIFIED FINANCIAL PLANNER™ professional.
My Career Today
Now I get to do what I dreamed of—walk others through the process of taking back their life and pursuing financial independence. Through the years I’ve seen how much good financial freedom produces. It allows people to lead a work-optional lifestyle and start giving back to their communities through their passion and knowledge, ultimately making our world a better place! My job is to help them structure their finances to make that happen.
I serve as a financial strategist for high-income emerging investors, pre-retirees, and retirees, providing dynamic financial planning solutions that work through their challenges, opportunities, and dreams so we can design a plan that acts as a road map to their ideal future. I am also a part of SFG’s Investment Advisory Team, analyzing newly developed investment models and products to determine if they would be a good fit for our clients.
My Dream Job
This career is exactly what I hoped it would be. There’s just nothing like watching clients experience that lightbulb moment—when their plan is laid out in front of them and they realize that reaching their goals isn’t far away. I get up every day motivated to do my best because there’s always someone out there that needs help to succeed, and I want to play that role for as many people as possible.
Want to Know More?
Don’t just take my word for it—experience the difference an objective, relationship-based financial advisor can make in your life. Take the first step toward your dream future by reaching out to us at 260-436-7006 or scheduling your free 30-minute Fit Call online. We can’t wait to hear from you!
Piercen Harnish is a financial strategist for high-income emerging investors seeking dynamic financial planning as well as pre-retired and retired individuals. Piercen came to SFG in 2018, upon graduating from the University of Saint Francis with a B.S. in Business Finance. At USF, he had the opportunity to play football and win back-to-back National Championships. He was a two-time Athletic and Academic All-American and William V. Campbell Trophy finalist (“Academic Heisman”). He was the first Cougar football player to become a four-time, first-team All-Conference selection.
Prior to joining SFG, Piercen had the opportunity to intern with Ash Brokerage in Fort Wayne, which provided a chance to work with business professionals in the insurance and annuity world. He currently holds the Certified Financial Planner™ (CFP®) designation.
Piercen is a regular host of the popular local PBS program Super Achiever. He has also become an integral part of SFG’s Investment Advisory Team by providing deep analysis of newly developed investment models and products. Piercen also provides a higher level of service to his clients through the use of retirement planning tools such as Your Money Mind, Honest Conversations, eMoney, and Priority Action List.Piercen is passionate about faith–work integration, and he is committed to helping clients integrate their faith with their investments. Outside of work you can find Piercen spending time with his wife, Arissa, and their two sons, Jaxson and Madden. To learn more about Piercen, connect with him on LinkedIn.