Danielle Harrison, CFP®, CFT-I™ Harrison Financial Planning
- 303 N Stadium Blvd Ste 200, Columbia, MO 65203
- (573) 340-3979
About Danielle Harrison, CFP®, CFT-I™
I am a Columbia, MO fee-only financial advisor serving clients locally and across the country. My firm, Harrison Financial Planning, provides comprehensive financial planning and investment management. I use both my technical competency as a Certified Financial Planner™, as well as my training as a Certified Financial Therapist-I™ to help guide my clients through any financial decisions they must make.
My fascination with finance began before I even stepped foot in kindergarten when I discovered the eighth wonder of the world– compound interest. In 5th grade when asked to draw what I wanted to be when I grew up, I didn’t draw the customary teacher, doctor, or singer, but rather a stockbroker. And in middle school, instead of reading the typical teenage magazines, my father purchased me subscriptions to Money Magazine and Kiplinger.
Prior to beginning my financial planning career I worked as a mortgage lender while attending graduate school and spent seven years as a commercial lender.
As a financial planner, I am able to combine my love of finances and passion for helping individuals into a fulfilling career.
In my downtime, I spend time with my husband, Jonathan, Group Practice Manager at the local Veterans’ Hospital, my two young sons, William and Alexander, and our dog, Carson.
University of Missouri: Masters of Business Administration (MBA)
Westminster College: Bachelors of Arts in Economics and Business Administration with concentrations in Finance, Management, and Entrepreneurship
CERTIFIED FINANCIAL PLANNER™ Professional
Certified Financial Therapist-I™ Professional
Mobility Worldwide-Columbia, MO (Past Board President & Current Board Member)
Alzheimer’s Association-Greater Missouri (Past Board Member)
Heart of Missouri Girls on the Run (Past Board Treasurer)
Rotaract of Columbia (Past Board President)
- Charitable Giving
- Female Doctor
- Holistic Financial Planning
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Assets Under Management
- Monthly Fee: $417+/mo
- Quarterly Fee: $1,250+/qtr
- Hourly: $300/hr
- Assets Under Management: 1.00%