Harm & Harm Happenings

Harm & Harm is a corporate sponsor and proud participant of Del's Ride and Trail run. The event will be held this year on Monday September 7th, 2020. The fundraiser hosts a single track mountain bike event and trail run to benefit Cure AHC in support of 11-year old Delaney Johnson of Essex Junction, VT.

Alternating Hemiplegia of Childhood (AHC) is a rare neurological disorder that affects approximately 1 in 1 million people.  AHC is characterized by recurrent episodes of temporary paralysis, often affecting one side of the body. Currently, there is no cure or 100 percent effective treatment for the disease.

Please consider joining us or donating to this worthy cause

On July 20th, 2019 Sarah officially became Sarah Boucher when she married her husband Brad. We hope they enjoy many years of happiness. Congrats Sarah!

Congratulations to former UVM intern, Claire Greenlaw, for accepting a full time position at Accenture in Boston. Claire remarked, "I had such a great experience this past summer and the skills I gained during my internship definitely helped set me apart from other applicants." Thank you Claire for all your hard work and good luck at your new job.

Starting in November of 2017, each semester Harm & Harm will employ students interested in becoming financial advisors currently enrolled in the business school at the University of Vermont. The goal of this program is to allow students who are interested, to have a hands-on experience with a financial advisor who holds the Certified Financial Planner™ designation. By playing an active role in their development, we hope to help build the next generation of financial services providers in the greater Burlington area and beyond.

On October 24th, 2017, Sarah reached her 1 year mark with Harm & Harm. We are delighted to have someone with Sarah's energy, educational background and life experience here at Harm & Harm to deliver the highest level of service and support. Congratulations Sarah!

In October, 2016, we moved to our new home in Burlington, Vermont! Located right next to Lake Champlain. Our office is now located at 174 Battery St, Suite #4, Burlington, VT 05401.

On May 18th, 2014, after 20 months of intense coursework in the field of asset and wealth management, John III received a dual-degree Executive MBA in Asset and Wealth Management from the Tepper School of Business at Carnegie Mellon University and HEC Lausanne, the Faculty of Business and Economics at the University of Lausanne!

Starting May 14th, 2012, John III will attend a 20 month Executive MBA program through the collaborative efforts of Carnegie Mellon University's Tepper School of Business, HEC Lausanne University (Lausanne, Switzerland) and the Swiss Finance Institute. Upon completion, John will hold two separate Executive MBA degrees in Asset and Wealth Management; one from the Tepper School of Business at Carnegie Mellon University, and one from HEC Lausanne, the Faculty of Business and Economics at the University of Lausanne.

On March 12th, 2009. John Harm III has reached a milestone in his professional career by earning the prestigious CERTIFIED FINANCIAL PLANNER®).


To be CFP-certified, candidates must meet the following stringent requirements: EDUCATION; CFP professionals must complete a comprehensive financial planning curriculum approved by the CFP board. EXAMINATION; CFP professionals must pass a comprehensive two-day, 10-hour CFP Certification Examination that tests their abilities to apply financial planning knowledge in an integrated format. EXPERIENCE; CFP professionals must have a minimum of three years' financial industry experience. ETHICS; CFP professionals must agree to abide by a strict code of professional conduct, known as the CFP Board's Code of Ethics and Professional Responsibility.Of the 2,320 individuals who sat for the November 21-22 2008 CFP® Examination!

Washington, DC, January 26, 2009 - Certified Financial Planner Board of Standards, Inc. today announced that 55.6% of the 2,320 individuals who sat for the November 21-22, 2008 CFP Certification Examination passed.  The CFP Board-administered, 10-hour, two day exam was conducted at 50 sites nationwide.

Since 1995 when the exam was modified to its current comprehensive format, 78,645 candidates have sat for the exam and 45,179 have passed either on their first or subsequent attempts.  The cumulative pass rate is 57%.

The exam covers 89 areas based on periodic studies of the job knowledge necessary to practice financial planning.  The CFP Board's CFP® Certification Examination requires full integration of knowledge covered in the CFP Board's financial planning topic list, similar in concept to the bar examination for licensed attorneys and the exam for licensed CPAs.

Congratulations John!