Chancellor Harkins, CFP^®

CSRIC^®, CPFA^®

Fee-Only Financial Planner

Harkins Wealth Management

206 Gano St
Providence, RI 02906-3835

FINANCIAL ADVISOR'S WEBSITE

www.harkinswealthmanagement.com

(401) 278-4049 CONNECT WITH Chancellor

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Chancellor Harkins is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Harkins Wealth Management in Providence, RI and the surrounding communities.

Financial Advisor Overview

Investing in Your Values. As early adopters of Socially Responsible Investing, we at Harkins Wealth Management welcome the opportunity to develop and guide your investment plan toward companies that exhibit responsible and ethical behavior, as well as contribute positively to social and environmental causes that matter to you. We invite you to stop by our cozy, family-friendly office for a conversation over coffee or tea.

Financial Advisor Experience

I’m Chancellor Harkins, but friends usually call me “Chance.” My desire to help others and enthusiasm for finance drove me to become a CERTIFIED FINANCIAL PLANNER™ practitioner where I work with clients to develop custom financial plans tailored to their individual goals and objectives. My focus is on developing long-term strategies for investors of all ages, and to provide confidence in the decisions they make that shape their financial futures.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

Commonwealth Financial Network®

Broker-Dealer Disclaimer

Advisory Services offered through Commonwealth Financial Network®, a Registered Investment Adviser.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Business Taxes, Investment Management, Employee Benefits, Getting Married, Mutual Funds, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Sudden Wealth, Personal Taxes