William Harvey

William Harvey, CFP®, serves as the Founder and Private Wealth Advisor at Harmonic Wealth Management since April 2021, where securities are offered through LPL Financial. In addition, William has been a CERTIFIED FINANCIAL PLANNER™ professional with LPL Financial since February 2021 and previously held the same title at Spectrum Wealth Partners from January 2013 to January 2021. Career experience includes positions as Vice President and Financial Consultant at Charles Schwab, Loan Consultant at Countrywide Home Loans, and Financial Advisor at Morgan Stanley. William holds a CFP® designation from the College for Financial Planning and earned a Bachelor of Science in Business Administration from the University of Arizona.