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Home > Financial Planner Directory > California > Woodland Hills > Jeffrey A. Harwood, CFP®, CFA
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Jeffrey A. Harwood, CFP®, CFA

Ventura Advisors

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

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Real Estate
  • Retirement
  • Sudden Wealth

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.