Harold Philipsen
Co-founder Tenzing Financial
- Role
- Co-founder Wealth Management Advisor at Tenzing Financial
- Location
- Williamsburg, VA, US
- LinkedIn followers
- 500 followers
About Harold Philipsen
As a Co-founder @ Tenzing Financial, I have been providing wealth management services to families for almost 20 years, specializing in retirement income planning. I hold a Master of Science in Financial Services (MSFS) degree with a concentration in retirement income planning from The American College of Financial Services, one of the most respected institutions in the field.My partner, Tracy Shackelford, and I are passionate about helping our clients confidently navigate life\'s transitions, such as starting a new career or business, getting married, raising a family, or preparing for retirement, as well as navigating loss or caring for aging parents. We offer a values-based financial planning process that is tailored to each client\'s unique goals, needs, and preferences. We provide comprehensive solutions for investments, asset management, estate planning, and charitable giving. We are committed to fostering long-term relationships with our clients, built on trust, transparency, and integrity.
Experience
Co-founder Wealth Management Advisor
Jul 2025 — Present · Williamsburg, VA, US
As fiduciaries, our team brings deep experience, calm perspective and personalized strategies to each client relationship. We don’t just manage money. We help you navigate uncertainty, plan with intention and reach your summit.What’s that look like? It’s working with you to design and implement a personalized strategy that addresses your most pressing concerns today while creating confidence for tomorrow. We break down complex concepts into clear, manageable steps and educate along the way, so you feel empowered—not overwhelmed.We treat clients like friends. That means we talk straight, listen deeply and show up with care and commitment. As a husband-and-wife-led financial planning firm, we understand what it takes to build strong, lasting relationships. We bring those same values—trust, transparency and teamwork—to every client partnership.Our name is inspired by Tenzing Norgay, who, alongside Edmund Hillary, was the first to summit Mount Everest on May 29, 1953. Their climb wasn’t just a triumph of endurance—it was a story of trust, resilience and doing something extraordinary together. We see that same spirit in the work we do. Your financial life is like a mountain climb—challenging, purposeful and deeply personal.It takes a clear plan, steady progress and a trusted guide by your side.At Tenzing Financial, we believe that no one should have to climb alone. Like the Sherpa whose name we proudly share, we are guides, not just wealth advisors, through every elevation in life.Tenzing Financial, LLC (“Tenzing Financial”) is a Registered Investment Adviser. This content is intended to provide general information about Tenzing Financial. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information
Education
The American College of Financial Services
Master of Science in Financial Services (MSFS), Retirement Income Planning concentration
2016 — 2018
Amsterdam University of Applied Sciences
Bachelors, International Business
1992 — 1996
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