Meet Our Team
Principal and Founder
CFP®, CIMA®, ADPA®
Holly’s vision to create Harmony is born from over 16 years as a CERTIFIED FINANCIAL PLANNER ™, Certified Investment Management Analyst and Accredited Domestic Partner Advisor. She oversees the entire Harmony operation, mentoring and guiding the advisors to provide a unique combination of knowledge, dedication and service to LGBT individuals, same-sex couples and modern families.
With the fall of DOMA and the repeal of Proposition 8 in California, Holly and her partner Sophie were married in 2013, and hope to eventually add children to their family of four dogs. They enjoy the natural setting of their Topanga Canyon home, tending to the formidable and productive vegetable garden.
Holly and Sophie are active supporters of the Los Angeles LGBT Center and the Human Rights Campaign.CFP®Certification:
The Standard of Excellence
Only a select group of planners have met the rigorous education, examination, experience and ethics requirements set forth by the Certified Financial Planner Board of Standards, necessary to call themselves a CERTIFIED FINANCIAL PLANNER™ professional. Holly Hanson’s certification is a symbol of her knowledge and credibility among her peers, and indicates her status as a qualified, trustworthy financial planner.