As a Financial Planner, Caitlin Harrison’s goal is to provide comprehensive and personalized 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.

Outside the office, Caitlin serves on the board of the Animal Rescue League of NH and is an active supporter of local charitable efforts, including 1269 Café, an organization making an impact on the lives of the homeless and those in need in Manchester. Each year, she also volunteers as a table captain for the Make-A-Wish New Hampshire “Breakfast for Wishes” event, helping to raise awareness and support for children and
families across the state.

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 14 nieces and nephews.