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

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

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This Office

21860 Burbank Blvd Ste 100 Woodland Hills, CA 91367-7437 Phone: (818) 857-5080 Fax: (818) 704-0400