Jaclyn N. Harvey, CRC®
After attending Stony Brook University and earning a B.A. in Economics, Jaclyn entered the world of financial planning with a desire to help families achieve their financial goals through a combination of planning and education. Jaclyn 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, Jaclyn will continue to provide counseling to help her clients make the best decisions for themselves and their families.
Whether you have a specific goal, such as building a retirement nest egg, or if you need a more comprehensive plan to satisfy several goals such as planning for college, protecting against the loss of a loved one, and ensuring long-term care in later life, Jaclyn takes pride in strategizing to meet her client's needs on an individual basis.
Jaclyn holds the FINRA Series 7 and Series 66 securities registrations, as well as life and health insurance licenses. She has also earned the designations of Certified Retirement Counselor (CRC®) through the International Foundation for Retirement Education (InFRE) and Certified Retirement Education Specialist (CRES) through the National Tax-Deferred Savings Association (NTSA).
Jaclyn is currently working on her M.S. in Finance in a dual program to also earn the Certified Financial Planner (CFP) certification from Saint Joseph’s University & the CFP Board.
In her free time, Jaclyn loves to travel, ice skate, and spend time with her friends and family.