Southern Tier, Upstate New York Chapter: Coming Soon!

For questions, please contact the Southern Tier, Upstate New York Chapter Head, Gerri Harrison, below. 


Gerri Harrison | Certified Financial Planner

Planning with Purpose | | (607) 729-4144

About: Gerri has been in the financial services field since 1983, graduating with a bachelor's degree in Accounting from Binghamton University. She immediately started working in the area of income taxation and continues to prepare taxes for clients today. During 1989 she obtained the certification of Enrolled Agent (EA) by passing a four part test on personal and business income taxation. This allows her to represent clients before the Internal Revenue Service. To maintain the EA certification, she must take a minimum of seventy-two continuing education credits every three years.

Specialties: In 1997 she became a Certified Financial Planner™, otherwise referred to as CFP®. To obtain the CFP® she was required to pass a series of tests involving several areas of personal finance. To maintain the CFP® certification she must have a minimum of thirty continuing education credits every two years.

In 2005 she opened her own tax preparation and financial services businesses which has evolved today to be Planning with Purpose.

Quote: "Your financial future matters. Relax - Gerri is here to help!"

Connect: Contact Gerri at or at (607) 729-4144, or visit her website below!