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Crpc® Yohance Harrison BFA™

CEO & Wealth Advisor at Money Script Wealth Management, PLLC

Yohance Harrison is the founder and CEO of Money Script Wealth Management, PLLC, a fiduciary firm that specializes in helping high-income earners manage their finances through services like cash flow planning, debt reduction, and wealth management.123 He began his financial services career over 20 years ago at American Express Financial Advisors, now Ameriprise, and later moved to Los Angeles to manage an advisor's office for a Fortune 500 firm.12

Harrison holds several professional designations, including Behavioral Financial Advisor™ (BFA) and Chartered Retirement Planning Counselor (CRPC®).4 He is also a licensed life insurance agent and has Series 65 and 66 licenses.23 His work focuses on increasing financial literacy, particularly within black, brown, and indigenous communities, through initiatives like The Money Script, LLC, which offers educational tools and resources.23

In addition to his professional endeavors, Harrison teaches financial literacy courses at universities across the United States. He resides in Dallas, Texas with his family and is passionate about photography and travel.23

Highlights

Apr 16 · linkedin

I'm excited to contribute to the panel discussion on 5/20 with Brian O. Butler & Angela Pavlos

Related Questions

What inspired Yohance Harrison to transition from corporate America to starting his own wealth management firm?
How has the BFA designation impacted Yohance's approach to client relationships?
What specific challenges did Yohance face in 2019, and how did he overcome them?
How does Yohance integrate the values exercise into his client consultations?
What are some key financial literacy initiatives that Yohance has launched for underserved communities?
Crpc® Yohance Harrison BFA™
Crpc® Yohance Harrison BFA™, photo 1
Crpc® Yohance Harrison BFA™, photo 2
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Location

Dallas-Fort Worth Metroplex