Assistant Planner
Harvey Bresler joined the PWJohnson team in 2015. He spent 15 years working at CORA, a local nonprofit dedicated to helping victims of domestic violence. He served 7 years as the Agency Accountant and the last 8 years as Director of Finance. He has since transitioned into the world of investments and financial planning where he can bring his financial skill set to serve individuals and families. He passed the CFP exam and is currently acquiring the work experience necessary for becoming a licensed Certified Financial Planner. In addition, Harvey passed the Series 65 examination and is now an Investment Advisor Representative for PWJohnson.
Harvey firmly believes in the importance of not only working towards financial peace of mind, but peace of mind and harmony in all areas of our lives.