Kathryn Harrison is a Managing Director of Estate and Business Planning at First Republic Investment Management.
Prior to joining First Republic in 2012, Ms. Harrison was a Partner and Director of Insurance Services for Astera Financial Group, LLC. As an Insurance Specialist, she focuses on investigating, evaluating and finding creative ways to manage the risks clients face in all aspects of their lives. She brings over twenty years of financial services experience in helping clients make prudent financial decisions. Harrison’s experience includes roles as Director of Professional Partnerships for ValMark Securities, Inc. and a Preferred Consultant to CPAmerica International, Inc. She began her career at Arthur Andersen.
Ms. Harrison received her BBA degree in accounting from Millsaps College. She received the Certificate of Financial Planning from the College for Financial Planning in Denver, Colorado and is a CERTIFIED FINANCIAL PLANNERTM professional. She also holds the Certified Public Accounting license.
A frequent speaker on the issues surrounding professional partnerships, Ms. Harrison has lectured and been a panelist for numerous regional, national and international organizations including CPAmerica International meetings, AICPA Personal Financial Planning annual meeting, Million Dollar Round Table - Top of the Table annual meeting, and CPA Associates International meeting. She is a member of the Financial Planning Association, the American Institute of Certified Public Accountants and served on the Endowment Committee for the Women’s Fund of Monterey County.
Wealth Management Experience: Since 1990
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