Virginia T. Harriett, CFP®, AIF®
Sr. Financial Advisor
Virginia has been in the Financial Services industry for over 41 years. She earned her CFP® certification in 1987 and AIF® credential in 2014. She has a passion for helping people plan for their future and loves empowering them to achieve their goals. She strives to educate her clients on the benefits of different financial products and services and is your financial guide – helping you get where you want to go. Virginia is qualified in many areas of Financial Planning – Wealth Management, College Saving Plans, Life Insurance, Retirement Plans, Retirement Income Planning, Retirement Counseling and Long Term Care Coverage.
Virginia lives in Medford, NJ with her husband Bob and Chocolate Lab, Bear. She has 2 grown sons, both in the Financial Services industry. Shawn (36) lives in NJ and has 2 children, Tate and Mattie, ages 6 and 3, and Michael (33) lives in NJ with his wife, Molly and their 1 year old son, Roe. Michael is a financial advisor and works with her in her practice – he joined her in 2016.
She is a past Chairperson and current Board member of the GNJ Stewardship Foundation and of the Society of Financial Service Professionals of South Jersey. She is also a member of the Financial Services Institute (FSI), National Tax Shelter Association (NTSA) and volunteers for her church.
She enjoys being with her grandchildren, going to the Jersey Shore, traveling, music and cooking.