Carl Harrison

Managing Member at First Pacific Financial Group

Gilbert, Arizona

Quick Answer

Carl Harrison, Managing Member, is a licensed independent financial professional at First Pacific Financial Group in Gilbert, Arizona with 43+ years of experience. Specializing in Fixed Annuities, Life Insurance, Indexed Annuities. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.

✓ SafeMoney Certified™

Contact Carl Harrison in Gilbert, Arizona

Phone: 805-279-7824

Email: [email protected]

Website: https://carlharrisonadvisor.com/

Areas of Expertise in Gilbert, Arizona

Fixed AnnuitiesLife InsuranceIndexed Annuities

About Carl Harrison — Gilbert, Arizona

Licensed Independent Financial Professional · 43+ Years Experience · SafeMoney Certified™

Meet Carl

Carl Harrison is Managing Member of First Pacific Financial Group and President of Carl Harrison Advisor. His professional biography describes 43 years of working with the general public in consumer finance and financial services. That experience has shaped his communication skills and his approach to explaining financial decisions.

Carl emphasizes clear communication and integrity as ways to earn clients’ respect. His diverse business background gives him practical experience to draw on when helping clients understand the economic landscape—both how it has developed and what may lie ahead.

Client Education and a Team Approach

Carl believes informed knowledge is the foundation of good decisions, and he works to keep clients informed on an ongoing basis. He looks forward to building collaborative relationships and helping clients plan for a safe and sound retirement.

His favorite business saying, “Teams win Championships, not Individuals,” reflects his belief that working together can achieve more than working alone. He welcomes conversations with people who want to discuss their financial and retirement goals.

Personal Service Throughout the Financial Journey

Carl Harrison Advisor was established to assist clients across their financial lives. Its approach combines highly personal service with a commitment to doing excellent work. The firm’s goal is to help clients build stability and security today while supporting long-term independence.

Personal service, planning that reflects each client’s goals and circumstances, and long-term guidance are central to the firm’s mission. Carl’s stated focus areas include fixed annuities, indexed annuities, and life insurance.

Commitment to Clients

The firm describes its team as experienced and hands-on. It emphasizes knowledgeable, responsive service and genuine care for clients’ goals. Its guidance is intended to help clients remain focused on where they want to go, understand the steps toward those goals, and maintain a disciplined approach along the way.

Education and Planning Principles

Carl Harrison Advisor places education and a clear understanding of a client’s present financial position at the center of prudent planning. Its philosophy emphasizes honesty, hard work, respect, strong relationships, and earning trust.

The firm approaches retirement planning through relationship-building, education about available options, and practical solutions tailored to individual needs and concerns. It recognizes that peace of mind requires effort and thoughtful planning rather than being something that can simply be purchased.

A Balanced Life and a Lasting Legacy

The firm’s mission connects financial stability with a balanced life, not merely a balance sheet. Its view of wealth includes the things money cannot buy and the values that endure beyond a lifetime.

That perspective calls for a comprehensive approach combining imagination with innovation and creativity with careful calculation. The firm aims to help clients identify a higher purpose for their wealth and plan a lasting family legacy, drawing on industry knowledge, specialized services, and a commitment to serving clients.

Safe Money Certified™

Carl completed the Safe Money Certified™ examination through SafeMoney.com with a score of 100% on September 22, 2026. His certification submission lists fixed annuities, indexed annuities, and life insurance as his focus areas.

Connect With Carl

Carl’s website offers a complimentary consultation for people who would like to discuss their financial and insurance needs. He can be reached at 805-279-7824 or through CarlHarrisonAdvisor.com.

Service Areas

Contact for service area information

Media

No media available

Upcoming Events

No upcoming events

Profile Updates

No recent updates

Frequently Asked Questions About Carl Harrison & Financial Advisors in Gilbert, Arizona

What services does Carl Harrison offer?

Carl Harrison at First Pacific Financial Group offers Fixed Annuities, Life Insurance, Indexed Annuities in Gilbert, Arizona. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.

Why work with an independent financial advisor?

Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.

Is Carl Harrison SafeMoney Certified?

Yes, Carl Harrison is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.

Is the initial consultation free?

Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.

What should I expect in my first meeting?

Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.