Broker Check
Wealth Quest Partners, Inc. Logo

Team

Jeanni Harrison, CFP® is a Financial Advisor and founding principal of Wealth Quest Partners, Inc., the successor organization to Harrison-de Charon, LLC. Jeanni graduated from San Diego State University with a Bachelor of Science...

Read more

Jeffrey Platt, JD, CFA, CFP® is a Financial Advisor and founding principal of Wealth Quest Partners, Inc. He graduated from the University of California, Los Angeles, with a Bachelor of Arts degree in Political Science. Jeff...

Read more

René de Charon, CFP® is a Financial Advisor and founding principal of Wealth Quest Partners, Inc., the successor organization to Harrison-de Charon, LLC. René graduated from San Diego State University with a Bachelor...

Read more

Marnie Baird graduated from the University of California, Santa Cruz with a Bachelor of Arts in Mathematics. She has over six years of experience in customer service. Marnie joined Wealth Quest Partners in 2014 as a Client Services...

Read more

Connor graduated from San Diego State University with a Bachelor of Arts in Psychology. He was immediately drawn to the financial services industry, spending a year with TD Ameritrade before joining Wealth Quest Partners as the Client...

Read more