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  • Podcast

Episode 147: Creating a ‘Mini Cambridge’

Dan Harriman of Harriman Financial and Independent Financial Professionals

Amy Webber and Dan Harriman Amy Webber and Dan Harriman

Cambridge Stronger Episode 147: Harriman Financial
Cambridge Stronger Episode 147: Independent Financial Professionals

Dan Harriman is president of Independent Financial Professionals (IFP) and Harriman Financial in Cedar Park, Texas.  He graduated from The Ohio State University with a bachelor’s degree in Chemical Engineering. After several years working in the oil industry, he was introduced to the financial industry and has been entrenched ever since. He joined Cambridge in August 2014 and is a member of the Cambridge Practice Management Advisor Council and Cambridge Technology Advisory Council. He holds FINRA Series 6,7,24,63, and 65 licenses along with various life and health insurance licenses. Dan designed his own financial planning software program, the MoneyEdge, which he uses to help families achieve their financial goals. Outside of work, Dan loves biking and boating and traveling with his wife and three sons.

Headquarters for Independent Financial Professionals is located in Cedar Park, Texas (just north of Austin). Similar to the Cambridge business model, IFP supports financial professionals throughout the country, allowing them to run their business in an independent model of their choosing. The firm takes great pride in providing innovative software tools and resources along with regular training sessions with the enterprise’s financial professionals to promote synergy and help everyone grow their financial practices. www.ifprofessionals.com
https://www.harrimanfinancial.com/


The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.