LOUIS B. HARBOUR, CFP®, CHSA®
www.linkedin.com/in/louisharbour
Summary
Detail-oriented Spanish bilingual financial planning industry professional with diverse experience in the qualified plan and individual financial planning industries. Serving qualified retirement plans and the financial planning needs of employees.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Financial Advisor
PM Squared Financial
Fort Worth, TX
01.2020 - Current
- Deliver retirement plan advisory solutions to plan sponsors of Defined Contribution, Defined Benefit plans, Cash Balance plans, and Health Savings Accounts (HSAs).
- Responsibilities include working closely with plan sponsor clients on plan design, investments, vendor management, participant education, and legislative and regulatory updates.
- Perform investment management due diligence research on Mutual Funds, CITs, ETFs, and Asset Management Firms for plan fund lineup.
- Serve in a 3(38) Investment Advisor capacity to retirement plans.
- Responsible for business development through activities such as public speaking appearances, Center of Influence (COI) networking, LinkedIn utilization, and direct marketing activities to plan sponsors.
- Conduct employee financial and retirement planning meetings.
Financial Advisor
Spectrum Financial Alliance
Dallas, TX
10.2018 - 12.2019
Developed relationships with life insurance agents for referrals to business and business owner clients to take over 401(k) and other qualified retirement plans
Retirement Plan Consultant
Pension Planning Consultants
Dallas/Ft. Worth, TX.
09.2015 - 07.2018
Assisted in the design and sale of qualified retirement plans to meet the needs of employers and employees
Retirement Consultant
Principal Financial Group
Addison, TX.
12.2012 - 09.2015
Retirement accumulation planning, income planning, and investment management with 401(k) plan participants
Financial Advisor
Merrill Lynch & Co
Ft. Worth, TX.
08.2010 - 12.2011
Provide businesses and individuals with sound advice regarding their financial planning and investments
Pensions Field Representative
Nationwide Financial
Dallas/Ft. Worth, TX
10.2006 - 08.2010
Partnered with TX 401(k) Wholesalers in the sale and servicing of Qualified Retirement Plans
Education
Bachelor of Arts -
Texas Tech University
Skills
- CERTIFIED FINANCIAL PLANNER™
- Certified Health Savings Advisor (CHSA®)
- Speaker at 2022 & 2023 HR Southwest Conference (largest HR Conference in SW USA)
- Frequent presenter for TX SHRM chapters
- Frequent presenter for TX NABIP (health benefits brokers) chapters
- Soon-to-be published author
- SHRM & TX Life & Health approved HSA Continuing Education course
Affiliations
- Dallas/Ft. Worth Financial Planning Association, Director of Career Development Committee, Board of Directors (2017-2018)
- CFP Board (2015-2017)
- Gatehouse at Grapevine Women's Community, Pro Bono Financial Planner (2016-2017)
Certification
- CERTIFIED FINANCIAL PLANNER (TM), March, 2015
- Certified Health Savings Advisor (CHSA), May, 2021
- FINRA Series 65, February, 2006 (active)
- FINRA Series 7, April 2000 (Inactive)
- FINRA Series 63, May 2000 (Inactive)
- Life, Accident, Health & HMO insurance, October 2010
- Property and Casualty insurance, August 2020
Timeline
Financial Advisor
PM Squared Financial
01.2020 - Current
Financial Advisor
Spectrum Financial Alliance
10.2018 - 12.2019
Retirement Plan Consultant
Pension Planning Consultants
09.2015 - 07.2018
Retirement Consultant
Principal Financial Group
12.2012 - 09.2015
Financial Advisor
Merrill Lynch & Co
08.2010 - 12.2011
Pensions Field Representative
Nationwide Financial
10.2006 - 08.2010
Bachelor of Arts -
Texas Tech University
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