Byron Harlan, CFP®, ChFC®, CLU®, RICP®

Byron Harlan had an award-winning career in broadcast journalism that spanned 30-years, before he decided to fulfill a dream to become an independent Financial Planner.

Byron has a bachelor’s degree in political science from UCSD, a master’s degree in journalism from USC as well as an MBA from UC Irvine. He holds the ChFC® and RICP® planning designation and has earned his CFP® certification and has also acquired the CLU® designation.

Byron has finished eight marathons and is in his high school hall-of-fame for basketball and baseball. He enjoys extended, spirited bike rides and is not afraid to break-out a yoga pose, or two. He plays a five-string upright bass and a five-string fretless bass and the mandolin. He’s recorded many songs, which he will happily share with you. His tiny, high-rise home overlooks San Diego Bay.

He’s married to Judi Harlan, who he readily admits, is smarter than him. They have a son, August Cash Harlan, who is a Tae-Kwon-Do martial artist, a soccer stand-out and a gamer. He attends a German language school and is also learning to speak Spanish. His English is pretty good too.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP®  in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.