Director of Financial Planning, CFP®
John Harnish has been a member of the KM Investment Services team for over eight years. John is a Certified Financial Planner™ professional. As such, John plays an important role working with clients as they progress through The Prosperity Process™. John’s primary focus is to support clients with their financial planning needs - - such as cash flow management, income tax planning, retirement projections and life insurance planning.
John maintains a series 7, 24, 63 and New York State Insurance license.