Profile of AJ Harmon
AJ Harmon is a Community Outreach Coordinator of Rhode Island Operations for the Foundation for Financial Education, one of the largest and fastest growing 501(c)(3) nonprofits in the country.
Andrew “AJ” Harmon began his career in insurance in 2009, when he joined a company that provided insurance and financial solutions. It was while working there that AJ discovered his passion for finance. During this time, AJ started his own agency, and he was fortunate to begin a business relationship with friend Nicholas Pacheco. AJ mentored under Nicholas, and the two worked together. Recently, AJ took a leave of absence from a role to serve as the Chief Technology Officer of a local financial startup that was doing great things in the employee benefits space. This time away gave AJ the opportunity to combine his love for finance, technology and education.
AJ provides his clients with sound financial strategies and direction as they begin to prepare for retirement. His comprehensive, safety first approach has helped him develop a large clientele, who he is proud to help guide in matters pertaining to: Asset & Wealth Management, Tax-Efficient Retirement Income Planning, Life Insurance, Medicare, and Disability Income Planning, Retirement Planning for Women and Tax-Efficient Legacy Planning.
A life-long resident of Rhode Island, AJ is a graduate of the University of Phoenix with a B.S. in Business Finance. An animal lover with a home full of pets, AJ and his fiancé, Kristina, recently welcomed their first son Andre, to the family.