I love working with people. For more than 20 years I’ve been helping retirees, including their families, as well as those planning for retirement. Please call me with any questions you may have about Social Security or Medicare. When I’m not working, I enjoy traveling, live theatre, spending time with friends, and attempting to play the piano.

 
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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.

Jeanni graduated from San Diego State University with a Bachelor of Science degree in Business Administration.  She graduated magna cum laude with distinction in Financial Services, and in 1999 earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. She has been recognized as a Best Five Star Wealth Manager for multiple years by San Diego Magazine.

She 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.