CJ Harrison

CFP®, AIF®, CPFA

DecisionPoint Financial, LLC

Vice President and Financial Planner

Contact Me

CJ Harrison

CFP®, AIF®, CPFA

DecisionPoint Financial, LLC

Vice President and Financial Planner

You are your own benchmark, with your own goals, and your own unique challenges. It is our job to personalize a solution that will help you accomplish the goals that matter most to you. - CJ Harrison, CFP®, AIF®, CPFA

Contact Me

480-553-6249

Website

From our Mesa, Arizona office we serve the surrounding communities of Gilbert, Chandler, Tempe, Scottsdale, and Phoenix. From our Gig Harbor, Washington office we serve the surrounding communities of Tacoma, Port Orchard, Puyallup, Graham, and Olympia.

DecisonPoint Financial is a Fee-Only financial planning firm with offices in Mesa, AZ and Gig Harbor, WA specializing in comprehensive financial planning, investment management, and 401(k), 403(b), 457(b), 401(a), and Cash Balance plans for private and public employers in Arizona, Washington, and throughout the Country.  Our team of CFP® Professionals work with business owners, executives, medical and legal professionals, retirees, families, and Washington State fire fighters.  We serve as an ERISA 3(38) Investment Manager and an ERISA 3(21) Advisor on over 60 qualified retirement plans.  We are a CEFEX Certified firm which means we adhere to the highest and strichtest fiduciary standards in our industry.

CJ Harrison, is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Vice President at DecisionPoint Financial.  CJ is responsible for designing, implementing, and monitoring customized financial planning solutions for individuals, families, corporations, business owners, & first responders.  CJ also serves on DecisionPoint’s Investment Committee.

In 2019, CJ was recognized by InvestmentNews as part of its prestigious “40 Under 40” class of honorees doing remarkable things in the field of financial planning.**

CJ earned his B.S. in Personal Financial Planning from one of the top CFP® Board-Registered Programs in the country at Utah Valley University. CJ also holds the Accredited Investment Fiduciary (AIF®) and Certified Plan Fiduciary Advisor designations.  

CJ is a native of Utah and a former collegiate baseball player who loves all things sports. In his free time he enjoys golfing, being outdoors, trying new restaurants, and traveling with his wife.

CJ Harrison is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

As legal fiduciaries to our clients, we believe that our obligation to act in our clients' best interests is a sacred duty.  We also believe that good investment advice must accompany a sound financial plan.  Only after we understand our clients' financial goals, income needs, tax challenges, retirement time horizon, hopes, dreams, and fears...can we truly guide their investment decisions.  We believe that financial planning is an on-going process and not a single event.

DecisionPoint Financial offers our individual and institutional clients the following accreditations, certifications, experience, and areas of true expertise:

  • Fee-Only Registered Investment Advisor (RIA) with the SEC
  • CEFEX Certified Firm
  • National Association of Plan Advisors (NAPA) Member Firm.
  • The National Association of Personal Financial Advisors (NAPFA) - Registered Financial Adivisor
  • Financial Planning Association (FPA) Member
  • Every client assigned a CERTIFIED FINANCIAL PLANNER™ as a lead advisor 
  • ERISA 3(38) Investment Manager and ERISA 3(21) Advisor with expertise in implementing and managing 401(k), 403(b), 457(b), 401(a), and Cash Balance plans 
  • We manage over $125 million in 457(b) deferred compensation retirement assets for fire departments in the State of Washington.
  • We have taken over 500 fire service families through the financial planning process

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning
  • 401(k), 457(b), & Cash Balance Plans

Ideal Clients

  • Business Owners and Executives
  • Trustees
  • Retirees and Near Retirees
  • Sudden Money Situations
  • First Responders
  • Companies Needing a Retirement Plan

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • On-Site Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    CJ Harrison is a NAPFA Associate

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    CJ Harrison is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Accredited Investment Fiduciary®
    CJ Harrison is an Accredited Investment Fiduciary® (AIF)

    Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.

  • Certified Plan Fiduciary Advisor (CPFA)
    CJ Harrison is a Certified Plan Fiduciary Advisor (CPFA)

    The Certified Plan Fiduciary Advisor (CPFA) credential — developed by some of the nation’s leading advisors and retirement plan experts — demonstrates a financial advisor's knowledge, expertise and commitment to working with retirement plans.

    Plan advisors who earn their CPFA demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.

Contact CJ Harrison

480-553-6249

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Office Locations:

  • 2812 N. Norwalk
    Suite 116
    Mesa, AZ 85215
  • 5727 Baker Way
    Suite 107
    Gig Harbor, WA 98332

**InvestmentNews is a national publication and each year, since 2014, they recognize 40 industry professions under the age of 40 based on factors including accomplishment to date, contribution to the industry, leadership, and promise. Approximately 1,000 nominees were considered and 40 were chosen to receive the award. The nominations are read and vetted by an internal group of editors and reporters at InvestmentNews. Mr. Harrison did not apply for this award, nor did he pay a fee to win or be considered for this award.

After receiving this award, Mr. Harrison provided an interview to InvestmentNews supplying them with additional information about himself, and the firm.      

The award may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. InvestmentNews is not affiliated with DecisionPoint Financial.**

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