PROVIDING PERSPECTIVE.

 

Our Story

Wealth Quest Partners was created through personal experience. When Jeanni Harrison, Wealth Quest’s cofounder, left her job in 1993, she sought out a financial advisor to help invest her rollover 401(k). Jeanni and René de Charon, also a Wealth Quest cofounder, were eager to learn what to do with her savings.

And learn they did. They soon discovered that the advice they were receiving was not only confusing and costly, but also not to their advantage. They realized that their advisor did not have their best interests in mind – only his own.

That experience prompted them to return to college to earn the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification so that they could provide the financial advice everyone deserves.  Since 1998 they have been doing just that.

Through straightforward conversation, transparent fees and personalized advice, the Wealth Quest team helps clients make their money work to their advantage throughout their lives and for generations to come.

 
 

 
 

Our Team

While each of us has specialized financial expertise, we have one important value in common: compassion. We work together with you to provide advice that reflects your wants and needs, and fits well within your comfort zone.

 
 
 
jeannie harrison, cfp®

jeannie harrison, cfp®

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.
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rené de charon, cfp®

rené de charon, cfp®

René de Charon, CFP®

René de Charon, CFP® is a financial advisor and founding principal of Wealth Quest Partners, Inc., the successor organization to Harrison-de Charon, LLC.
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marnie baird, cfp®

marnie baird, cfp®

Marnie Baird, CFP®

Marnie graduated from the University of California, Santa Cruz with a Bachelor of Arts in Mathematics. She has been with Wealth Quest Partners since 2014 and earned the CFP® certification in April 2017. 
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gina paolucci

gina paolucci

Gina Paolucci

Gina earned her Bachelor’s of Science in Business Administration: Financial Services from San Diego State University and is a candidate for CFP® certification. 
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