Facet Wealth
Harry serves as a lead planner and the Chief Revenue Officer at Facet Wealth. In his role, Harry manages both the team dedicated to onboarding new Facet clients and the planning team. Prior to Facet, Harry worked at an independent wealth management firm consulting with ultra-affluent families on sophisticated estate tax and income tax issues. Harry is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.
Education: Bentley (BS), (MBA)
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Facet Wealth
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Facet Wealth provides full financial life management, delivered by a dedicated team led by a CFP ® Professional, to mass affluent households.