Harrison Ebert, MBA, CFP®
Harrison joined Investment Management Consultants in 2021 after spending 6 years at Fidelity Investments. As an advisor he specialized in family retirement planning, tax-exempt market retirement plans, and fixed income portfolio construction and analysis. His focus has always been providing value for clients with unwavering integrity and he is happy to bring his experience to IMC.
Harrison graduated from the David Eccles School of Business at the University of Utah with an undergraduate degree in Finance and Master of Business Administration. During his time there he was a member of the Beta Theta Pi Fraternity and was awarded scholarships for leadership and service.
Of his accomplishments, Harrison is most proud to have completed the CERTIFIED FINANCIAL PLANNER™ certification. This prestigious designation is the culmination of several years of study and rigorous examination in investment, retirement, insurance, tax and estate planning.
Harrison lives in Salt Lake City, Utah where he enjoys golf, pickleball, paddle boarding, and traveling.