What is Harlan Storey email address?

Harlan Storey's primary email address is *************@mai.capital. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Harlan Storey work for?

Harlan Storey is a Senior Wealth Advisor, Team Leader, Managing Director at MAI Capital Management, a company specializing in Monetary Authorities-Central Bank.

Where Harlan Storey graduated from?

Harlan Storey holds a degree in Taxation, Business And Estate Planning from University of Akron School of Law.

How can I directly contact Harlan Storey?

To contact Harlan Storey directly, you can use the email address *************@mai.capital. Complete contact information is available upon registration with Muraena.

Who is Harlan Storey?

Harlan Storey is a seasoned financial advisor with over 30 years of experience in providing strategic financial counsel to executives, self-employed professionals, and family-owned businesses. He specializes in charitable income and estate tax planning, multi-generational wealth transfer, and strategic investment allocation. Harlan's commitment to the fee-only financial planning model has positioned him as a pioneer in Northeast Ohio, having founded the first fee-only advisory firm in the region. He is a CERTIFIED FINANCIAL PLANNER practitioner and actively engages with professional organizations like the Financial Planning Association. Harlan holds degrees in Accounting and Law from the University of Akron, which underpin his expertise in taxation and estate planning. Outside of work, he enjoys outdoor activities and playing the piano, reflecting his well-rounded personality. Harlan's approach combines technical knowledge with a personal touch, ensuring clients receive comprehensive and tailored financial advice.