Harrison Sedmak, CFP®
Denver,CO
Summary
CERTIFIED FINANCIAL PLANNER® with 4+ years of progressive experience supporting high-net-worth clients through comprehensive financial planning, investment guidance, and client service. Skilled in tax-aware distribution planning, tax-efficient investing, retirement planning, and investment strategy. Adept at working in collaborative, advisor-led environments and mentoring peers.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Planner III
Mercer Advisors
09.2025 - Current
- Prepared financial plans for prospective clients, as well as clients, including spending plans, investment analysis, retirement projections, Social Security analysis, estate-planning analysis, tax planning, asset protection, and risk management needs analysis.
- Used financial planning tools such as eMoney, Orion, Holistiplan, SS Analyzer and Excel to create financial plans.
Planning Consultant
Fidelity Investments
01.2025 - 09.2025
- Partnered with two Financial Consultants to support comprehensive financial planning and service for a book of over 700 high-net-worth households and $1.1 billion in assets under administration.
- Conduct proactive outreach to prospects and existing clients to identify planning opportunities and deepen relationships.
- Lead investment guidance conversations and retirement planning sessions, using Fidelity’s suite of planning tools and resources.
- Generate and close new business through needs-based discovery, portfolio discussions, and strategic follow-ups.
Investment Solutions Representative II
Fidelity Investments
04.2022 - 01.2025
- Built client relationships via Salesforce, delivering education and recommendations on mutual funds, managed accounts, and fixed income.
- Supported planning efforts and executed trades at direction of clients an business partners.
- Ranked in the 88th percentile for CEI, with $13.5M in acquisition flows and $23.1M in developed assets (89th and 99th percentiles) for Q4 2024.
Customer Relationship Advocate
Fidelity Investments
06.2021 - 04.2022
- Provided expert assistance on account maintenance, money movement transactions, and general inquiries.
- Executed mutual fund, equity, and option trades with 100% accuracy, ensuring client satisfaction and regulatory compliance.
Education
Bachelor of Arts - Economics -
University of Colorado At Colorado Springs
Colorado Springs, CO05-2021
Skills
- Financial Planning & Sales: Expertise in recommending tailored financial strategies to clients
- Client Relationship Management: Proficient in using Salesforce to foster client engagement and manage pipeline
- Analytical & Technical Skills: Skilled in Excel, PowerPoint, Word, eMoney, Holistiplan, and Orion
- Communication & Leadership: Strong public speaking and training abilities
Certification
- CERTIFIED FINANCIAL PLANNER®
- Series 7, Series 66, and Series 63 Licenses
Timeline
Financial Planner III
Mercer Advisors
09.2025 - Current
Planning Consultant
Fidelity Investments
01.2025 - 09.2025
Investment Solutions Representative II
Fidelity Investments
04.2022 - 01.2025
Customer Relationship Advocate
Fidelity Investments
06.2021 - 04.2022
Bachelor of Arts - Economics -
University of Colorado At Colorado Springs