Professional

Certifications and Designations

CFP® CERTIFIED FINANCIAL PLANNER

The CERTIFIED FINANCIAL PLANNERTM  (CFP®) identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever changing financial needs of clients.

CLU® Chartered Life Underwriter

The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. The CLU® designation symbolizes continuing growth and commitment to professionalism.

CLTC Certified in Long Term Care

The "Certified in Long-Term Care" (CLTC) designation was created in 1999.  It focuses on the discipline of extended care planning.  It provides professionals the critical tools necessary to discuss the subject of longevity and its consequences on their client's family and finances.  Those certified have learned how to mitigate these consequences by developing a plan to protect their clients and their families

Awards and Honors

NAIFA’s Top Advisors Under 40 Award, Atlanta Chapter

With this award, the National Association of Insurance and Financial Advisors recognizes excellence and achievement in the risk management and financial services field using factors like business production, years in business and community involvement for professionals who are under 40 years old. I have been included in this list from 2011, when it was first awarded, through 2017 when I turned 41.  

Years of Experience

Representing Northwestern Mutual for more than two decades.

Education

Degree

Major

Institution

Bachelor of Science

Business

Wake Forest University

Charles R Harlan, CLU®, CFP®, CLTC®

Wealth Management Advisor

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck