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

Byron Harlan had an award-winning career in broadcast news that spanned 30-years, before he decided to fulfill his goal to become a Financial Planner.  The pillars of his practice are embedded in four core concepts: compassion, truth, transparency and independence.

Byron has a bachelor’s degree in political science from UCSD, a master’s degree in journalism from USC and an MBA from UC Irvine.  He is a CFP® professional, holds the ChFC®, CLU®, RICP® and CDFA® designations.

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

He’s married to Judi Harlan, who he readily admits, is smarter than him.  She too is a Financial Planner, who is also a CFP® professional and who holds ChFC® designation along with her CDFA® certification and BFA™ designation.  They have a son, August Cash Harlan, after whom they’ve named their firm.  He is the absolute center of their world.  He was a stand-out quarterback and has started to play tackle football now that he’s entered high school.  He’s a gamer, attended a German language school from kindergarten through eighth grade and is now 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.