Born and raised in Glenmoore PA, Russell Harlan, Jr. (aka Tug) graduated from The Haverford School and went on to earn a BS in environmental science from Susquehanna University. After several years in the environmental industry, he embarked on a journey to pursue a career in the financial services field where he has spent the past 15 years helping individuals and businesses navigate the financial landscape to make the most prudent financial decisions. Russell lives in Lancaster, PA with his wife, Sherri, and two sons, Grayson and Tanner.
Russell holds a number of licenses, certifications and accreditations that certify his educational requirements, competence and understanding of the principles of fiduciary duty, and ethical standards to carry out a fiduciary standard of care and service in the best interest of his clients, including:
- Series 65 License (Uniform Investment Advisor Law Examination)
- Life, Accident & Health License
- Accredited Investment Fiduciary (AIF®)
- Accredited Retirement Plan Consultant (ARPC)
Harlan Financial, LLC provides unparalleled, personalized financial planning services to a broad range of individuals and businesses. From retirement, financial and wealth planning to insurance optimization and 401(k) plan management, we are here to ensure that all your financial decisions are made carefully and with your best interests in mind.
Website and Disclosure Documents: https://www.harlanfinancial.com/
Investment Advisory Services offered through Discipline Wealth Solutions, Inc, a SEC registered Investment Adviser. Harlan Financial and Discipline Wealth Solutions, Inc are separate and independent entities. SEC registration does not constitute an endorsement of the firm by the commission nor does it indicate that the adviser has attained a particular level of skill or ability.
Harlan Financial, LLC is a Registered Investment Advisor regulated by the States the company does business in, in accordance and compliance with applicable securities laws and regulations.