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Daniel E

CFP®, Series 65

Vancouver, WA

Harlow Wealth Management, Inc.

Daniel Erickson is a CFP® professional with 12 years of experience, currently serving at Harlow Wealth Management, Inc. in Vancouver, WA. He has been with the firm since 2013 and is also involved with Harlow Insurance Agency, LLC. Harlow Wealth Management provides advisory services to individuals, retirement plan participants, trusts, estates, and businesses, combining financial planning with investment management. The firm utilizes third-party Sub-Advisors and model portfolios, offering clients customized strategies and discretionary management when engaged.

Wealth management Passive / index investing Active portfolio management Real estate investing Annuities
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Thomas S

Series 65

Vancouver, WA

Harlow Wealth Management, Inc.

Thomas Snyder is a Series 65 licensed financial advisor at Harlow Wealth Management, Inc. in Vancouver, WA, with two years of industry experience. He has worked with Harlow Wealth Management in various capacities since 2022 and is also involved with Harlow Insurance Agency. Harlow Wealth Management serves individuals, including high-net-worth clients, as well as 401(k) participants, trusts, estates, and businesses. The firm offers investment management and financial planning, typically implementing client portfolios through recommended sub-advisors and managed account programs that combine core index strategies with satellite allocations.

Wealth management Passive / index investing Active portfolio management Real estate investing Annuities
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Aaron A

CFP®, Series 65

Vancouver, WA

Harlow Wealth Management, Inc.

Aaron Argiso is a CFP®-designated financial advisor with nine years of industry experience. He is currently with Harlow Wealth Management, Inc. and has prior experience at Fisher Investments. Argiso is also involved with Harlow Insurance Agency, LLC. Harlow Wealth Management serves individuals, plan participants, trusts, estates, and businesses by providing investment management, financial planning, and insurance products through its affiliated agency. The firm employs a combination of third-party Sub-Advisors and model portfolios, tailoring allocations to client objectives and risk tolerances while maintaining client oversight and relationship management.

Wealth management Passive / index investing Active portfolio management Real estate investing Annuities
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Christopher H

Series 65

Vancouver, WA

Harlow Wealth Management, Inc.

Christopher Harlow is a financial advisor with Harlow Wealth Management, Inc. in Vancouver, WA, holding a Series 65 designation and 13 years of industry experience. He has been with Harlow Wealth Management since 2012 and is also involved with Harlow Insurance Agency, LLC as an insurance producer. Harlow Wealth Management serves individuals, retirement plan participants, trusts, estates, and businesses, providing investment management, financial planning, and access to insurance products through its affiliated insurance agency. The firm uses a combination of index strategies and active allocations, working with third-party Sub-Advisors while maintaining client oversight and relationship management.

Wealth management Passive / index investing Active portfolio management Real estate investing Annuities
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John A

Series 65

Vancouver, WA

Harlow Wealth Management, Inc.

John Aarhus is a Series 65-licensed advisor at Harlow Wealth Management, Inc. in Vancouver, WA, with three years of industry experience. Prior to his financial advisory career, he spent sixteen years with the Federal Aviation Administration. He is also involved with Harlow Insurance Agency, LLC. Harlow Wealth Management provides advisory services to individuals, retirement plan participants, trusts, estates, and businesses, offering investment management, financial planning, and access to insurance products through its affiliated insurance agency. The firm employs a combination of index strategies and active allocations through third-party Sub-Advisors, tailoring portfolios to client objectives and risk tolerances.

Wealth management Passive / index investing Active portfolio management Real estate investing Annuities
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Alex D

CFP®, Series 63, Series 65

Vancouver, WA

Harlow Wealth Management, Inc.

Alex Diaz is a Certified Financial Planner® at Harlow Wealth Management, Inc. in Vancouver, WA, with eight years of industry experience. He has worked at Harlow Wealth Management since 2021 and has experience at Instrument Northwest, Tapani Construction, and Banner Bank. Diaz is also involved with Harlow Insurance Agency, LLC. Harlow Wealth Management serves individuals, including high-net-worth clients, 401(k) participants, trusts, estates, and businesses. The firm offers investment management, financial planning, and access to third-party sub-advisors, combining core index strategies with satellite allocations tailored to clients’ goals and risk tolerance.

Wealth management Passive / index investing Active portfolio management Real estate investing Annuities
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Anthony D

Series 65

Vancouver, WA

Harlow Wealth Management, Inc.

Anthony Dobberfuhl is a Series 65 licensed advisor at Harlow Wealth Management, Inc. in Vancouver, WA, with one year of industry experience. He previously worked at Fisher Investments for several years and at Home Depot early in his career. Harlow Wealth Management serves individuals, including high-net-worth clients, 401(k) participants, trusts, estates, and businesses. The firm offers ongoing investment management and financial planning, typically implementing portfolios through recommended sub-advisors and managed account programs that combine core index strategies with satellite allocations tailored to client goals and risk tolerance.

Wealth management Passive / index investing Active portfolio management Real estate investing Annuities
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