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Harrison Lazarus
Financial Advisor
Harrison Lazarus Advisors, Inc.
San Francisco, California, USA
Sole Proprietorship
Professional Summary
Harrison Lazarus possesses a sound and comprehensive knowledge of strategic financial planning. For over 20 years, he has identified advantageous financial positions for individuals and leading private and public corporations. Before founding Harrison Lazarus Advisors, he held senior management positions at Blue Shield of California and was a senior tax associate at Coopers & Lybrand. He served on the Board of Directors of the Family Caregiver Alliance.
Harrison Lazarus holds a Masters in Taxation degree from Golden Gate University and Bachelors in Business Administration degree from the University of Michigan. Mr. Lazarus is a CPA and Harrison Lazarus Advisors, Inc. is a Registered Investment Advisory firm.
Harrison Lazarus holds a Masters in Taxation degree from Golden Gate University and Bachelors in Business Administration degree from the University of Michigan. Mr. Lazarus is a CPA and Harrison Lazarus Advisors, Inc. is a Registered Investment Advisory firm.
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Languages
- English
Industry Experience
- Financial Planning
Website
Harrison Lazarus Advisors, Inc.Birthday
December 23Social Media
Experience
Harrison Lazarus Advisors, Inc.
San Francisco, California, USA 94108
San Francisco, California, USA 94108
Financial Advisor
Sole Proprietorship
2007 - Present
As a trusted financial counseling firm, Harrison Lazarus Advisors provides you with a personalized plan and unparalleled customer service, without overhead costs and commissions that other advisors will pass on to you. Our financial planning process maximizes all aspects of your economic health by integrating investment, tax, insurance, and estate advice with our Top 10 Financial™, a successful and thorough 10-point program.
Blue Shield of California
San Francisco, California, USA 94105
San Francisco, California, USA 94105
Head of Corporate Tax
Corporation - Publicly-Held
1997 - 2007
As Head of Tax, Harrison ensured fiscal integrity of a corporation with $3 billion in sales by providing income, gross receipts, payroll, premium, property, and sales/use tax consulting, planning, and research.
Education
BS, Business 1991
University of Michigan Ann Arbor
Ann Arbor, Michigan, United States
MST, Tax 1996
Golden Gate University
San Francisco, California, United States
Professional Certifications
Certified Public Accountant(CPA)
California
Active
Associations and Societies
- American Institute of Certified Public Accountants