Dan Wiersma is the owner of Harbor Wealth Management and has been a Financial Advisor since 1992. He developed this client-centered firm in 2010 to provide comprehensive financial services in a supportive and comfortable environment. Dan listens closely to his clients and works hard to provide a plan that fits their unique needs. He brings a wealth of knowledge and a depth of caring when working with his clients and takes great care to understand what is important to them.
Dan is happy to welcome new clients and looks forward to co-creating a financial plan that fits your goals.
Dan grew up in Canby, Oregon on a Christmas tree farm. He later attended Pacific Lutheran University where he met his wife, Erika. They are raising their family in beautiful Gig Harbor and enjoy the many outdoor activities this area offers.
Dan holds the following Registrations and Licenses through LPL Financial:
FINRA Series 6,7,63,65
Insurance License State of WA
AIF Designation – Accredited Investment Fiduciary