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


This Office

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