Harold J. Beshaw, CFP®, ChFC®, CASL®

/Harold J. Beshaw, CFP®, ChFC®, CASL®
Harold J. Beshaw, CFP®, ChFC®, CASL®2019-11-05T10:39:37-04:00

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Harold J. Beshaw, CFP®, ChFC®, CASL®

 

Director of Financial Services

 

Harold Beshaw is the Director of Financial Services for Rotz & Stonesifer Financial Services, LLC. He has been in the industry working with individuals and small businesses since 1996, and joined the firm in 2012 to complement the services offered by Rotz & Stonesifer PC.

Harold grew up in the Green Mountain state of Vermont. He graduated from Cedarville College in Cedarville, Ohio with Bachelors of Science Degrees in Accounting and Finance. He has worked in the financial services industry in Central Pennsylvania for the last 17 years.

Harold received his CERTIFIED FINANCIAL PLANNER™ certification in 2005. In addition, he also holds the Chartered Financial Consultant® and Chartered Advisor for Senior Living® designations from the American College in Bryn Mawr, Pennsylvania. Harold has successfully completed FINRA series 6, 63, 7, 65 examinations and holds the Pennsylvania insurance license for life, health, disability, and long-term care.

Harold has contributed in the communities in which he has resided through various organizations including Leadership Lancaster, Lancaster Young Professionals, Harrisburg Young Professionals and the Cumberland County Estate Planning Council.

In his spare time, Harold enjoys racquetball, running or golf among other interests. He has played racquetball since college, winning various titles, including a National Championship in 2002. He has also instructed others in this fast-paced sport.

Harold and his wife live in the central Pennsylvania area.

717-264-5961

 

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Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC.  *Investment advisory services offered through Avantax Advisory Services.SM
Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment ServicesSM Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM