Harrison Lazarus, Jr. is a financial advisor with Harrison Lazarus Advisors, Inc. in San Francisco, CA, holding a Series 65 designation and 18 years of industry experience. He has been with his current firm since 2007. The firm provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities, managing most client assets on a non-discretionary basis with a focus on mutual fund–based asset-class allocations and periodic rebalancing. It is affiliated with a separate CPA/accounting practice operated by the principal, offering tax and accounting services under a separate agreement.

John Phelan is a financial advisor at Harrison Lazarus Advisors, Inc. in San Francisco, CA, holding a Series 65 designation with nine years of industry experience. He has been with Harrison Lazarus Advisors since 2011. Harrison Lazarus Advisors, Inc. provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities, focusing on non-discretionary portfolio management with client approval for trades. The firm integrates mutual fund-based asset allocation strategies and offers referrals to third-party money managers, maintaining an affiliation with a separate CPA/accounting practice.