Meet Harlan

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Your Guide on your Path to Financial Success

Hi, I’m Harlan Freeman, BrightPath’s Principal Advisor and Founder.

I founded BrightPath because, in my opinion, there is just not enough high-quality comprehensive, unbiased advice available for those seeking financial guidance. I enjoy nothing more than bringing peace of mind and happiness to my clients, as I see them succeed in achieving their life goals. For more than 30 years, I have worked with a broad range of clients in providing financial guidance.   

 

My professional background includes experiences in corporate and personal finance with both large and small firms. I’ve held executive management positions, and I’ve also spent years honing my craft of advising business executives, professionals, entrepreneurs, retirees and their families.

 

Immediately prior to founding BrightPath, I spent more than three years working with Trinity Financial Advisors. At Trinity, my clients invested assets ranging from under $1 million to more than $30 million.  I assisted them on their financial planning and tax planning, and also managed their investment portfolios. My clients included legal, financial and healthcare professionals, and also current and former executives at well-known firms including Sears, Microsoft, Baxter Pharmaceuticals, Home Depot, Radio Shack, and Motorola.

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Outside of the office, you can often find me attending to the demands of Charlie, my 15-year-old yellow lab.  I also enjoy golfing, traveling and attending local theatre productions.

Credentials

I’m one of a small number of financial professionals that has achieved the three credentials:

  • Chartered Financial Analyst (CFA)

  • Certified Public Account (CPA)

  • Certified Financial Planner (CFP®)

I also hold a Series 65 license.  Combined with my years of professional experience, I am well prepared to provide objective, insightful investing, income tax and general financial advice to my clients.

 

Education

  • University of Chicago Booth Graduate School of Business 

       MBA, Finance and Marketing

  • State University of New York at Binghamton

       BS, Accounting​

 

Affiliations

  • The National Association of Personal Financial Advisors (NAPFA)

  • XYPlanning Network

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