Harrison Hinz
Helping professionals in their 30’s – 50’s get financially organized and establish next best steps
- Role
- Financial Advisor at First Pacific Financial
- Location
- Vancouver, WA, US
- LinkedIn followers
- 500 followers
About Harrison Hinz
As a financial advisor I know that becoming wealthy doesn’t happen overnight. The habits and strategies you implement in your working years are what set you up for long term success.I specifically work with individuals who see their savings growing each month and don’t have a strategy in place for the money accumulation.Together we prioritize financial goals, discuss saving for family expenses, review cashflow/tax opportunities, plan for retirement, evaluate/establish investment portfolios, and navigate the everchanging financial world.I love being able to help people understand their financial picture and establish a plan for their future.Are you ready to take control of your finances? Let’s Talk!spark.fp-financial.comAdvisory services offered through First Pacific Financial, Inc.
Experience
Financial Advisor
Jun 2018 — Present · Vancouver, WA, US
I work with individuals to understand their goals and priorities, review where they are at and putting together plans to get them where they want to go. We regularly discuss planning topics such as:• Cash Flow• Debt/Student Loan Paydown• Tax Strategy• Retirement• Insurance• Estate• Investments
Education
Lehi High School
High School Diploma, General Studies
2006 — 2009
Utah Valley University
Personal Financial Planning, Financial Planning and Services
2013 — 2017
Skills
- Research
- Microsoft Word
- Retail Banking
- Personal Finance
- Social Networking
- Credit Cards
- Microsoft Powerpoint
- Notary Public
- Personal Financial Planning
- Microsoft Excel
- Powerpoint
- Loans
- Leadership
- Finance
- Banking
- Microsoft Office
- Sales
- Customer Service
- Public Speaking
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