Return to Team
Linkedin

Harry Kirkpatrick - Chief Revenue Officer

Harry serves as a lead planner and the Chief Revenue Officer at Facet Wealth. In his role, Harry manages both the team dedicated to onboarding new Facet clients and the planning team. Prior to Facet, Harry worked at an independent wealth management firm consulting with ultra-affluent families on sophisticated estate tax and income tax issues. Harry is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.

Education: Bentley (BS), (MBA)

What will I learn on this call?

It’s hard for anyone to look at a website and say “yes, this is for me, please help me with my money”.  Finances are deeply personal, and talking to someone who can listen and determine what will help you the most is just one simple and confidential call away.  In 15 minutes or less you will have a better understanding of what’s available to you and if you are a good fit for Facet.
If it’s clear we can help, and you want to learn more about working with Facet, then we will share what the service will cost based on the complexity of your finances.