Jeffrey Harwood (CFA, CFP®, MBA)
Jeffrey Harwood focuses in the
following client markets or areas of practice:
- Charitable Giving
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Real Estate Investments
- Retirement Plan Investment Advice
- Charitable Giving
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Real Estate Investments
- Retirement Plan Investment Advice
Additional Information
Ventura Advisors provides custom wealth advisory services, defined as creating and executing unique financial strategies designed to propel a client toward his financial goals.
With institutional experience analyzing income real estate, managing individual and charitable trust accounts, and managing personal investment and retirement accounts; Jeffrey Harwood is uniquely qualified to provide planning advice to individual and institutional clients.
NAPFA Start Date
October 18, 2002