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Dick Harsin CPA, CFP®, CDFA®

Harsin Wealth, Inc

Dick Harsin CPA, CFP®, CDFA®

Harsin Wealth, Inc

Dick Harsin CPA, CFP®, CDFA®

Harsin Wealth, Inc

Profession LogoFINANCIAL PLANNER

Some people have to retire so that they can go do what they love. Dick is one of those fortunate enough to already be doing what he loves each day, and in that sense, he never plans to retire.

Dick is a Certified Public Accountant CPA, a Certified Financial Planner CFP® and a Certified Financial Divorce Specialist CFDS. He began his career in 1984, when he started a CPA firm after leaving the Navy. In 1994 he launched Harsin Wealth so he could better help his clients achieve their ideal retirement and financial goals. Additionally, Dick has been involved with special needs planning for a number of years. His goal is to effectively coordinate all the various aspects of your life.

Today, Dick enjoys meeting with his clients as much as he did on day one. To best serve them, he has continually enhanced his knowledge with additional training, networking and skill development. Dick is one of a very small numbers of advisors participating in continuous education to become a part of nationally known IRA professional Ed Slott’s Master Elite Advisor Group. He regularly travels around the country to meet study groups made up of colleagues who have also dedicated themselves to being the best IRA advisors in the country.

Harsin Wealth Inc. has been selected by Women's Choice for more than seven consecutive years because of their work with women who want a better understanding of their finances. We at Harsin Wealth, listen to each client to address their specific concerns and situation.

His industry affiliations include the Financial Planning Association, the Washington State CPA Society and Snohomish Estate Planning Council. 

Over the years, Dick has been recognized for his extensive charitable work, as well as within the financial services industry. Dick has served as a trustee of the National Exchange Foundation for the Prevention of Child Abuse, board member of Deaconess Children’s Services, and the boards of local Little League organizations.

Dick grew up outside of Pendleton, OR, graduated from Portland State University, and served in the U.S. Navy before settling in the Seattle area with his wife and two daughters. In his free time, he loves coaching Little League baseball, spending time with his wife Nancy on their deck overlooking Puget Sound, and being a very active grandfather to his seven grandkids.

Firm Description

Our advisors, DBA Harsin Wealth, offer the customized advice you need to effectively cordinate your special needs planning, IRA distributions,  retirement needs—so you can focus on living your best life. Our experience is based in decades in the financial services industry, and we have both CPA and CFP designations to back up our advice.

Our Lynnwood, WA wealth management staff is warm and welcoming, and our straightforward, independent guidance is in your best interests. Contact our office today to learn more about how we can help you reach your financial and retirement goals.

Hours

Day From To
Monday 9:00 AM 3:00 PM
Tuesday 9:00 AM 3:00 PM
Wednesday 9:00 AM 3:00 PM
Thursday 9:00 AM 3:00 PM
Friday 9:00 AM 3:00 PM

Cost

What Is a Special Needs Planner?

Main Office

7231 196th Street SW, Suite B
Lynnwood, WA 98036

On the web

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Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts