Harold Beshaw, CFP®, CHFC®, CASL®
Senior Wealth Advisor
About Harold
Harold serves as Senior Wealth Advisor for RKL Private Wealth, and is responsible for creating and implementing customized financial plans for clients and their families. Harold focuses on delivering highly personalized financial, estate and legacy planning advice to high net worth clients and families. He specializes in helping clients identify and prioritize their goals for retirement, educational funding and estate planning. Harold works closely with the firm’s investment team to advise clients on their investment plans.
Investment advisory services offered through RKL Wealth Management LLC. Consulting and tax services offered through RKL LLP. RKL Wealth Management LLC is a subsidiary of RKL LLP.
Education
- B.S. in Finance and Accounting, Cedarville University
- Certified Financial Planner (CFP®) Certification Curriculum, 2005
- Chartered Advisor for Senior Living (CASL®), The American College, 2008
- Chartered Financial Consultant (ChFC®), The American College, 2013
Professional & Business History
Harold joined RKL Private Wealth in 2022, bringing over 25 years of experience in banking, financial services and wealth advisory. He has worked as a financial advisor since 1996 in private practice, as a bank investment advisor and as a Director of Wealth Management.
Professional Activities & Memberships
- Chambersburg Rotary, Member
- Leadership Lancaster, Class of 2001
- Lancaster Young Professionals, Former Member
- Harrisburg Young Professionals, Former Member
- Cumberland County Estate Planning Council
- Certified Financial Planner (CFP®), Certificate from the Certified Financial Planning Board of Standards
Personal
Harold resides in Carlisle with his daughter. He enjoys staying active, traveling, playing golf and participating in his daughter’s school activities.