Ian Harvey, CFP®
As one of the most driven up-and-coming financial planner professionals in the profession today, the most rewarding part of Ian’s day-to-day is helping his clients change their perspective on what is financially possible. Having a deep understanding in behavioral finance and investment management, Ian couples the two to create a strategic approach that is catered to the unique needs of every client and their financial goals.
Ian seized the opportunity to join FAM in 2018, which allowed him to continue enhancing the services he could offer his own clients as well as become an integral part of growing the business processes and strategy for the firm.
Prior to joining FAM, Ian served as financial planning associate at Rockwood Wealth Management for three years before joining Sontag Advisory in 2015, where he was promoted to an advisory position. He earned his bachelor’s degree in Finance from Virginia Tech’s Pamplin School of Business in 2012 in their CERTIFIED FINANCIAL PLANNER (CFP®) Certification Education Track and went on to complete his CFP® certification in 2014.
Ian’s passion for financial planning extends beyond the work he does with his clients and right on through to advancing the future of the financial planning profession itself. He was co-founder of the Financial Planning Association’s (FPA) Student Chapter at Virginia Tech, which grew to be the largest student organization in the country in its first year. Post-graduation, Ian served as the Local Leader Liaison to FPA’s NexGen community and now serves as the community’s chair. Ian believes his volunteer work helping to advance the next generation of financial planners serves to the benefit of the future of the profession, and therefore, the clients they serve. It is this dedication to the profession and his clients that Investment News recognized Ian in their 2018 “40 under 40” list of financial advice industry leaders.
In his free time, Ian enjoys exploring New York City with his partner Emily - they especially enjoy classic cocktails in classic venues and all that is available under the sleepless lights of the city. He is also training for the 2019 Berlin Marathon.