Ian Harvey, CFP®
Ian Harvey is a Certified Financial Planner™ excited about the future of the profession. After graduating from the financial planning program at Virginia Tech, Ian began working as an associate planner first in Pennsylvania and then in New York City. Today, he works as a financial planner in the Big Apple, where he’s focused on strategic planning for his firm’s clients. He is also highly involved in FPA’s NexGen efforts, where he has served as President-Elect, President, and Chair.
As a host for You’re a Financial Planner, Now What? Ian is driven to learn from other people’s perspectives. He wants to know who they are, where they are today, and the paths they went down to get there. He enjoys interviewing a diverse group of guests from all career paths within the profession, as he believes that everyone has something to bring to the table. By sharing new stories, ideas, and experiences, Ian is helping the YAFPNW podcast educate the next generation of planners to be the best they can be.