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
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
Cambridge and Independent Financial Professionals and Harriman Financial are not affiliated.
Cambridge Stronger is a podcast and blog series hosted by Cambridge's CEO Amy Webber. It is produced by Cambridge – a financial solutions firm where culture counts and values matter most.
Celebrating our 40th anniversary, we recognize it has always been about the people. Watch how Eric Schwartz, Founder and Executive Chairman, just wanted to build something wonderful.
Cambridge offers several multi-asset and equity SMA strategies focused on ESG or socially responsible investing.