WHO WE ARE
JW Harrison Financial Advisors is an independent, fee-only firm based in Walnut Creek, CA, that delivers the expertise of a large asset management franchise with the dedicated attention of a private consultant. We are a fee-only firm rather than commission-based or fee-based, which means that we do not make any money from recommending, selling, or trading financial or insurance products and services. Like our clients, we too are invested - we are invested in the financial future of our clients and their needs.
As the founder and principal of JW Harrison Financial Advisors, Joe Harrison draws on two decades of experience in the financial services industry to provide his clients the proper balance of foresight and insight to manage their financial longevity. He is a CFP® professional and a graduate of Boston University's Program for Financial Planners, one of the nation's oldest and most established financial planning programs. Joe has expertise in the areas of financial planning, taxes, insurance, estate planning and retirement. He is currently an active member of the Financial Planning Association.
Prior to founding JW Harrison Financial Advisors, Joe was Senior Vice President of Strategy, Analytics & Business Development for Wells Fargo & Company. Joe earned BA degrees in economics and German, with magna cum laude honors, from Wake Forest University.
Joe's commitment and passion for helping people achieve their dreams extends beyond financial planning and the borders of the U.S.; in addition to his work locally, Joe also served as a Peace Corps business volunteer for two years in Ukraine.
Bryan Hasling's drive and wealth of knowledge in financial planning make him right at home with the JW Harrison Financial Advisors family. Prior to joining JW Harrison, Bryan worked with firms in the Dallas-Ft Worth and Lubbock, TX areas, serving high net worth families and business owners.
Bryan attended Texas Tech University - recognized as the most extensive financial planning program in the country, receiving a degree in Personal Financial Planning (with a minor in economics). While at TTU, he earned the 'Outstanding Senior' award in Personal Financial Planning, an honor given to the top student in the college. In that same year, Bryan also placed in the top 3 nationally at the FAStech Cup - a financial planning technology competition held at the T3 Advisor Conference in Anaheim.
Bryan has successfully passed the CFP® Exam and is currently pursuing a Graduate Certificate in Charitable Financial Planning. Outside of JW Harrison, Bryan is an active volunteer within the community. Recently, he taught Financial Fundamentals classes to East Bay foster youth through the Contra Costa Independent Living Skills Program.
To learn more about us and how we can help you, please explore the rest of our site, call us at 925.271.5521 or write us at .
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.