Reese Harper, CFP®, has a diverse work experience, starting in 2004 with Northwestern Mutual, where they worked as a Financial Advisor. During this time, they were recognized as the #1 college intern in the United States and elected Team Captain, leading their team to achieve the top rank in sales volume. Additionally, Reese co-founded a payroll and employee benefits company that was later sold to Paychex. In 2007, they founded Dentist Advisors, a firm focused on solving financial problems rather than simply selling products. Currently, Reese is the CEO of The Elements Financial Monitoring System™, a position they have held since 2020.
Reese Harper, CFP®, has a strong educational background in finance. Reese obtained their Masters of Science in Finance from the University of Utah, where they studied from 2015 to 2017. Prior to that, they earned their Bachelors of Arts degree from Brigham Young University, where they attended from 1999 to 2004. Reese has also received several additional certifications, including Certified Financial Planner (CFP®) from the Certified Financial Planner Board of Standards, Inc. in October 2008, Chartered Financial Consultant (ChFC®) from The American College of Financial Services in December 2007, and Chartered Life Underwriter (CLU®) from The American College of Financial Services in May 2007.
Sign up to view 0 direct reports
Get started
This person is not in any teams