Named a Five Star Wealth Manager 2015-2018*
As a Financial Planner, Caitlin Harrison’s goal is to provide exceptional service to her clients. Caitlin helps her clients take control of their financial future, by developing a comprehensive strategy that encompasses a client’s specific financial needs and requirements.
Caitlin joined Northeast Planning Associates, Inc. in 2008. She offers a variety of services including investment management, retirement planning, and estate planning. She also specializes in insurance needs analysis, helping clients with health insurance and group health benefits including medical, dental, life, short- and long-term disability, AD&D, vision, and Medicare supplements. Through her affiliation with LPL Financial, Caitlin provides her clients with access to stocks, bonds, mutual funds, managed money, wrap accounts, and other investment and insurance opportunities.
Caitlin holds Series 7 and Series 66 securities registrations with LPL Financial. She is also currently pursuing her CERTIFIED FINANCIAL PLANNERTM designation, one of the most prestigious financial planning and asset management designations. She earned a Bachelor of Science degree from Oral Roberts University.
Active in Business Networking International (BNI), Caitlin is currently the Mentor Coordinator for a Greater Manchester (NH) Chapter. She is also a past President of the chapter, which was awarded the New Hampshire Chapter of the Year in 2012 under her leadership, and she was awarded 2011 BNI Member of the Year.
Caitlin is very involved with her community, including volunteering at her church, the Special Olympics, the New Hampshire Food Bank, and NeighborWorks Greater Manchester, a non-profit organization that helps individuals and families living in the area.
Caitlin resides in Bedford, NH.
* The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review; 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The inclusion of a wealth manager on The Five Star Wealth Manager Award list should not be construed as an endorsement of the wealth manager, nor should it be inferred that the responses used from the survey represent the experience of any clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. This award does not evaluate the quality of service provided, and the wealth manager may have had unfavorable ratings. The rating is not indicative of the wealth manager’s future performance. Five Star Professional conducts market-specific research to identify service professionals who provide quality services to their clients. Five Star Professional joins forces with city and regional magazines to make the research results available to consumers in more than 45 markets across the United States and Canada. 955 New Hampshire area wealth managers were considered for the award; 74 (8 percent of candidates) were named 2018 Five Star Wealth Managers. 2017: 739 considered, 89 winners; 2016: 666 considered, 158 winners; 2015: 853 considered, 166 winners; 2014: 1,045 considered, 189 winners; 2013: 1,049 considered, 204 winners; 2012: 743 considered, 170 winners. Five Star Professional was founded in 2003 and is based in Minneapolis, MN. For more information, go to: www.FiveStarProfessional.com.