Wealth Quest Partners, Inc
9915 Mira Mesa Boulevard
San Diego, CA 92131
d. (858) 829-7191
Jeanni Harrison, CFP®
Jeanni Harrison, CFP® is a Financial Advisor and founding principal of Wealth Quest Partners, Inc., the successor organization to Harrison-de Charon, LLC.
She specializes in helping people plan for a successful retirement and working with retirees to help them maintain financial independence. Wealth Quest Partners is a fee-only Registered investment Advisor (RIA) providing investment management and financial planning services for individuals and private foundations. We work with estate attorneys and accountants to help ensure that our clients receive comprehensive financial guidance.
Jeanni is a past president of the San Diego Chapter of the Financial Planning Association (FPA) and was a member of the Board of Directors for seven years. She now serves on the Financial Planning Program Advisory Board of San Diego State University and the Business Department Advisory Board of San Diego Miramar College. Jeanni is a board member of her local chapter of the American Association of University Women (AAUW), and she is also a member of her church’s Finance Committee. Other volunteer work includes 12 years as the financial planner for Rancho Bernardo Senior Services.
Jeanni is a graduate of San Diego State University. As a CERTIFIED FINANCIAL PLANNER™ (CFP®), she has been recognized as a Best Five Star Wealth Manager for multiple years by San Diego Magazine.