Richard Harrison, MCEP®

Gulf Harbor Financial, Inc.
3201 Tamiami Trail North, Suite 129
Naples, FL 34103
(239) 580-6806


info@gulfharborfinancial.com
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CEP® Date Awarded
June 1, 2023

MCEP® Date Awarded
September 1, 2024




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Richard Harrison, CFP®, MCEP®
Gulf Harbor Financial, Inc

Richard grew up in a military family, knowing the value of loyalty, dedication, and sacrifice.  Richard traveled extensively in his youth and experienced a variety of cultures and customs while living abroad and stateside on various Air Force bases with his parents.  His father's final duty station took them to the Mojave Desert of Southern California.  Richard had a normal childhood, growing up with two loving parents, playing football and basketball and working part time in hotel food service.

Richard earned his Bachelor of Science degree in business administration from San Diego State University, with a major in finance.  His dreams of working as a financial analyst were dashed by the recession of early 1990's and he entered into a management training program with a large regional drug store chain.  Richard advanced quickly and became one of the youngest managers in the company.  After many years of corporate retail drug, he had an opportunity to pursue his dreams and finally began his financial services career as a Financial Advisor in Los Angeles, California.

Richard is married to Clare and is father to three wonderful kids: Vincent, Lauren, and Timothy.  Richard stays active by riding his bicycle, jogging and walking on the beautiful beaches of Southwest Florida.  He serves on the Board of Directors of his church as Treasurer and leads a small bible discussion group with Clare.

Richard is a student of the game and is constantly seeking knowledge and further understanding of the financial markets.  Keeping abreast of world events and staying in tune with the markets is truly his passion.  In addition to his FINRA Series 65 Fiduciary Advisor license and Life & Health Insurance license, Richard continually pursues higher levels of education, earning the marks of CERTIFIED FINANCIAL PLANNER™, CERTIFIED ESTATE PLANNER™, MASTER CERTIFIED ESTATE PLANNER™,Registered IRS PTIN Tax Professional and Florida Notary Public. Richard has formerly served on the Board of Directors for the National Association of Insurance and Financial Advisors, as Secretary and Treasurer.

A Master Certified Estate Planner™ has:

  • Completed two rigorous eight (8) module courses of instruction in the field of estate planning,
  • Successfully passed comprehensive proctored qualifying exams,
  • Shown a desire to associate with professional estate planning peers,
  • Agreed to comply with annual estate planning continuing education requirements, and
  • Ascribed to the practical guidelines and code of ethics of the NICEP


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