Mikaela Doe Harmon

Role
Financial Advisor at North Star Resource Group
Location
San Diego, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Mikaela Doe Harmon

Mikaela Doe is a Financial Advisor based in North Star’s San Diego office and services…

Experience

  1. Financial Advisor

    North Star Resource Group

    Jan 2020 — Present

    Mikaela\'s practice is built on the foundation of holistic financial wellness. When you work with her, you get a lifelong ally in your financial success. Together, you will build a financial strategy that fits your needs and goals and that adapts when your life changes.\\\\n\\\\nAlthough every financial strategy is different, personalized to the individual, the resources provided by North Star allow her to specialize in the following financial services:\\\\n\\\\n• Asset protection\\\\n• College funding\\\\n• Debt management\\\\n• Income protection strategies\\\\n• Insurance strategies\\\\n• Investments\\\\n• Retirement funding strategies\\\\n• Tax minimization strategies\\\\n• Wealth management\\\\n\\\\nFINRA Series 7 and 66 registered\\\\nLife, Accident, and Health licensed\\\\nBBA in Finance and Real Estate from University of San Diego, graduated Magna Cum Laude\\\\n\\\\nPersonal:\\\\n\\\\nMikaela is originally from Huntington Beach, Calif, and now resides in San Diego, CA. Outside of work she enjoys soccer, wakeboarding, tennis, and DJing. She also participates in “Huntington Beach Off the Streets” where she helps her mom and other participants get the homeless community into apartments.\\\\n\\\\nPhone: 71••••••18\\\\n\\\\nSecurities and investment advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. North Star Resource Group is independently owned and operated. Mikaela is a registered representative and investment advisor representative of Securian Financial Services, Inc. 2701 University Ave SE, Minneapolis, MN 55414\\\\n\\\\nCA Ins Lic # 40•••93\\\\n \\\\n\\\\n \\\\n \\\\n\\\\n \\\\n

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Mikaela Doe Harmon — Financial Advisor at North Star Resource Group in San Diego, CA, US | Unifers