Kristofer T. Harrison

Kristofer T. Harrison, JD, CFP®
President & CEO

With an exceptional background in law and business, Kristofer's legal experience handling trusts and estates, advising start-ups, monitoring corporate issues from cash flow to compliance and managing tax matters formed the sound foundation that inspired him to dedicate his career exclusively to financial planning in 2003.

Kristofer earned his JD from the James E. Beasley School of Law at Temple University and MBA from the Fox School of Business at Temple University. He has an undergraduate degree in sociology from Villanova University.

Earlier in his career, Kristofer worked as a law clerk and associate attorney at a Center City Philadelphia law firm specializing in commercial real estate. His passion for investing and desire to help people led to a role as Financial Advisor and Attorney at a boutique planning firm in the suburbs of Philadelphia before joining NEFCI as the firm's Senior Financial Advisor in 2007. Kris acquired ownership of the business in 2017, and now serves as President and Chief Executive Officer.

Kris works with a keen eye for detail to discuss sensitive financial issues with a diverse portfolio of clients, implementing sound solutions for each one on an individual basis. Bottom line, clients view Kristofer as a trusted partner who helps them to simplify their finances and ensure they reach their goals.

Kris understands that the key to successful financial planning is implementing a comprehensive strategy. Clients consistently compliment his ability to discuss complicated financial topics in a straightforward manner. Having confidence in knowing one's big financial picture is being managed expertly allows clients to devote time and energy to their families and businesses rather than worry about financial details.

An Eagle Scout originally from Berwick, Pennsylvania and self proclaimed jack-of-all-trades who most enjoys spending his free time on the water, at the beach or on the lacrosse field with his wife and three children, Kristofer is based out of NEFCI's Charleston, South Carolina office.

Education / Certification

· Juris Doctor, James E. Beasley School of Law, Temple University (Philadelphia, PA)
· Master of Business Administration, Fox School of Business, Temple University (Philadelphia, PA)
· Bachelor of Arts, Sociology, Villanova University (Villanova, PA)
· CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
· Registered Investment Advisor
· Series 65 License

Affiliations / Accolades

· Mount Pleasant Recreation Department, Volunteer Coach
· Top 40 Under Forty in Northeastern Pennsylvania (2010)
· The Heritage Institute's Leadership Award (2007)

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.