HarborLight Investments
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
331 Soquel Ave Ste 212, Santa Cruz, Cali...Phone Number
(831) 291-3843Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About HarborLight Investments
HarborLight Investments is a fee-only, independent financial planning firm located in El Cerrito, CA, dedicated to helping clients build, protect, and maximize their wealth. The firm provides personalized investment management and comprehensive financial planning services, including retirement planning, estate planning, and tax strategies. With a fiduciary commitment, HarborLight ensures transparent, client-focused advice without any conflicts of interest. Their team, composed of Certified Financial Planner professionals, emphasizes direct client engagement, experienced wealth management, and the use of technology to support clients' financial goals.Explore more
HarborLight Investments Org Chart
BK
Administrative Specialist
JD
Founder & Certified Financial Planner
SB
Bookkeeper
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HarborLight Investments financials insights
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2020
Debt
$150K
HarborLight Investments Tech Stack
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HarborLight Investments is a fee-only, independent financial planning firm located in El Cerrito, CA, dedicated to helping clients build, protect, and maximize their wealth. The firm provides personalized investment management and comprehensive financial planning services, including retirement planning, estate planning, and tax strategies. With a f... Read More
