Amy Harper, CRPC®
Financial Planning Analyst, RJFS
Amy Harper is a Financial Planning Analyst with TFCU Financial Advisors and has several years of investment industry experience from T. Rowe Price. She has a Bachelor of Arts in Psychology from the University of Colorado at Colorado Springs.
Amy is a Chartered Retirement Planning Counselor CRPC® and holds the following licenses:
Series 6 Investment Company Products
Series 7 General Securities
Series 63 State Securities
Series 66 Investment Advisor
Amy recently relocated back to Oklahoma. In her spare time, she enjoys spending time with her family and playing with her French Bulldog, Chloe.
“As a Financial Planning Analyst, I enjoy teaming with our financial advisors on creating customized financial plans for our clients that fits their needs and fits their life. Financial planning comes with a lot of questions and I have the opportunity to help answer those questions and walk our clientele through on the various type of investment products and services that are available to them. I am here to help them reach their financial goals.”