About Us

we provide the solution for asset management

About Harry Panosian

Harry Panosian’s early experiences profoundly shaped his career in the financial services industry. At the age of 16, Harry faced a life-changing event: the sudden death of his father, from a massive heart attack. This personal tragedy highlighted the financial vulnerability of his family, as his father had not believed in life insurance, leaving them in financial distress.
Motivated by his family’s hardship and determined to prevent others from experiencing similar difficulties, Harry pursued a career in financial services after graduating from Widener University. To support himself through college, Harry worked various odd jobs, balancing work and education.
Harry’s professional journey began in the life insurance sector, driven by a desire to equip individuals and families with the necessary tools to manage unforeseen financial crises. His commitment to helping others prepare for the financial impacts of life’s twists and turns led him to expand his expertise across multiple financial disciplines.




With over 35 years in the industry, Harry has built a reputation for integrity and exceptional client service. He holds a B.A. from Widener University and has furthered his education with a CFP® from the College for Financial Planning in Denver, a ChFC® from The American University, and a CDFA® Designation through The Institute for Divorce Financial Analysts. His professional qualifications include Certified Financial Planner®, Certified Divorce Financial Analyst®, Chartered Financial Consultant® and an Investment Advisor Representative®. Additionally, Harry holds Series 7, 24, 65 and 63 licenses.

Today, Harry focuses on helping pre-retirees and retirees in their pursuits of comfortable retirement. He empowers his clients by providing comprehensive and multidisciplinary financial advice, ensuring they are well-prepared for their retirement years.

We listen.

I’ll start with an honest chat with you to understand you, your family, your goals and vision and line it up with our mission, which is helping our clients reach financial freedom.

We learn.

What I learn sets the foundation for a roadmap. We’ll build upon it to create a clear, concise and cohesive plan to help guide you to your vision and financial freedom.

We lead.

I lead by utilizing the tools at our disposial to make it simple yet comprensive to address all your areas of concern.


We have more than
2 decades of experience

As a Certified Financial Planner™ Professional, a Certified Divorce Financial Analyst®, a Certified Mortgage Consultant®,  a Chartered Financial Consultant™ & Accredited Investment Fiduciary™, Harry develops strategic financial solutions to help clients with their retirement, estate, investment,  divorce, insurance, tax and financial planning goals.

HELPFUL LINKS: | SIPC | Cambridge Investment Research

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Gateway Financial Advisors, Inc., and Cambridge Investment Research, Inc. are not affiliated.” This communication is strictly intended for individuals residing in the state(s) of AZ, NV, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

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