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 her Series 7 securities registration through LPL Financial and the Series 66 securities registration with LPL Financial and Northeast Planning Associates, Inc. She earned a Bachelor of Science degree from Oral Roberts University and is continuously finding ways to enhance her education and experience.
Active in Business Networking International (BNI), Caitlin currently serves as a mentor 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 BNI Member of the Year.
Caitlin and her husband, Jon, along with their son, Foster, and Boston terrier, Goose, reside in Bedford, NH. In their free time, they enjoy boating, wakesurfing and spending time with their extended family and 12 nieces and nephews.