Harley Shulevitz, CFA, CFP®
As a Senior Family Advisor, Harley builds strategic wealth management plans for multi-generational families. With a background in advanced planning, Harley creates bespoke financial solutions that align with the families’ unique core values and goals.
Harley is passionate about helping families unlock their wealth’s potential with an expertise in advanced planning strategies. Harley brings experience in portfolio optimization, cash flow modeling, wealth transfer strategies, tax and risk mitigation analyses, lending solutions, and philanthropic planning.
Harley graduated from Purdue University with a major in Financial Planning. His experience spans seven years at Charles Schwab, where he obtained his Certified Financial Planner Credential, became a CFA® Charterholder, and passed the FINRA Series 66 and Series 7 exams.
Outside of work, Harley enjoys taking his Klee Kai for hikes throughout Seattle.