Joe Harrison, CFP®

Senior Vice President, Advisor, Partner

Alamo, California

Contact Joe

Joe is a Senior Vice President, Advisor who works with corporate executives, business owners, and other clients with complex financial needs. He has more than 25 years of experience helping people navigate financial decisions and long-term planning.
Joe’s financial services career includes founding his own financial planning firm before becoming a partner at Lodestar Private Asset Management in 2020. Earlier, he served as a Peace Corps volunteer teaching economics in Ukraine. Joe earned a B.A. in Economics and German, magna cum laude, from Wake Forest University. He also completed Boston University’s Financial Planning Program and is a CFP® professional.
He focuses on helping clients make sense of complex financial decisions and connect those choices to their broader goals. He values clear guidance and long-term relationships, helping clients move forward with greater confidence as their needs evolve.
A Bay Area resident since 1999, Joe lives in Walnut Creek with his wife and dog. He enjoys the region’s natural beauty and diverse culture and values time visiting his son in college.[