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Home | Peter C Han Check the background of your financial professional on FINRA's BrokerCheck The content is developed from sources believed to be providing accurate information
About Harvest Financial Experienced, reputable financial management At Harvest Financial we understand that your individual financial situation is unique and deserves an equally unique approach designed to help put you on track to reaching your financial goals
Contact - Peter C Han Now that you've learned more about us, we'd like to get to know you and learn more about your financial objectives We'll provide you an honest opinion of your current situation and an objective plan for the future
Team - Peter C Han We work independently for our clients rather than representing any specific mutual fund company or large proprietary brokerage firm that promotes its own products, minimizing any potential conflicts of interest Scroll down below to learn about your local Harvest Financial team members:
Education - Peter C Han This course includes a financial planning and retirement textbook with examples and illustrations, which is yours to keep It helps you follow along with the classroom presentation and also contains valuable bonus worksheets
Client Centered - harvestfinancial. com We provide cutting edge tools and coaching to organize, visualize, prioritize and make sense of your present and future financial life Once you have a clear picture of your true financial condition, we can begin the process of building a realistic roadmap towards your unique vision of success
Our Process - Peter C Han State of the art tools to integrate your entire financial picture - making sense of how your investments, property, retirement accounts, business assets, spending and budgeting, just to name a few categories, will work together towards your goals
Caroline Sanchez | Peter C Han - Harvest Financial With more than 10 years of experience in the financial services industry, she has served as the AVP of Operations with Glen Janken, CFP CLU in Beverly Hills, CA and as the Director of Marketing for Advisory Group West in Glendale, CA
Cetera Financial Plan Design Group Since financial planning is their focus, they are highly skilled at building customized plans for each and every client we engage with, providing for a collaborative, interactive and informative client experience while ensuring an unbiased assessment free from any conflict of interest
Services We Offer - Peter C Han Whether it's saving for your children's college education, financing a business, or planning for retirement, we offer the financial planning, resources and ongoing management with a goal of helping you succeed in your personal and business life