Jaclyn N. Harvey, CFP®, CRC®

Jaclyn entered the world of financial planning with a desire to help families achieve their financial goals through a combination of planning and education. specializes in creating personalized financial plans to guide her clients through the difficult path toward financial success.

Jaclyn strives to develop long-term relationships with her clients, working one-on-one with every individual to understand their current financial situation and financial goals for the future. Through each stage of life, will continue to provide counseling to help her clients make the best decisions for themselves and their families.

Jaclyn is a CERTIFIED FINANCIAL PLANNER™ practitioner and has earned her M.S. in Finance with a concentration in Financial Planning through Saint Joseph’s University, and her B.A. in Economics from Stony Brook University. She has also earned the designations of Certified Retirement Counselor (CRC®) through the International Foundation for Retirement Education (InFRE). Jaclyn holds the FINRA Series 7 and Series 66 securities registrations, as well as life and health insurance licenses.

RECOGNITION:

Jaclyn has been named one of Long Island's Top 50 Women in Business by Long Island Business News in 2024.