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Client Access - Peter C Han Harvest Financial Office: 626 768 3000 Toll-Free: 888 365 6420 Fax: 626 395 7750
Peter Han | Peter C Han - Harvest Financial Peter Han has been in the institutional and retail financial services industry since 1997 Prior to co-founding Harvest Financial, he spent seven years as an investment banker at Duff Phelps, LLC, where he worked on venture capital, equity and debt private placements and mergers and acquisitions for mid-size corporations
Cetera Advanced Planning Group - harvestfinancial. com Cetera’s Advanced Planning Group, made up of highly credentialed legal and financial professionals, is one of our key resource partners Their consultative approach provides technical and legal guidance to support our creation of your financial strategy in areas such as: Wealth transfer planning; Retirement distribution planning
Edward Yoon | Peter C Han - Harvest Financial Edward Yoon has served in the financial services industry since 1994, most recently as Vice President of Investments at UBS He holds a FINRA Series 7 General Securities and Series 63 and 65 registrations with Cetera Advisors LLC Mr Yoon is a graduate of University of California at Santa Barbara, with a degree in Law and Society
Contact - Peter C Han Harvest Financial Office: 626 768 3000 Toll-Free: 888 365 6420 Fax: 626 395 7750
Our Values - harvestfinancial. com You are entitled to a high level of proactive, courteous service from all associates at Harvest Financial TRUSTED ADVISORS You have the right to work with a trustworthy, dependable, independent Financial Advisor focused on your journey to financial independence
ADVICEWORKS® - Peter C Han This cloud-based platform helps you quickly view all your financial accounts in one place, store and share important documents, and measure your progress in real time—all from a single log in
Team - Peter C Han Deana Cruz joined Harvest Financial in 2013 with over 15 Years of accounting experience She has served as Corporate Accounting Manager for DynaMetric, Inc in Arcadia, CA, and as Director of Finance for Starving Students, Inc in Los
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