HarborLight Investments

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516 El Cerrito Plz
El Cerrito, CA 94530
+1 (510) 558-8272
https://www.harborlightinvestments.com

HarborLight Investments, based in El Cerrito, CA, is an independent wealth management firm dedicated to providing full-service financial planning and personalized investment management. Founded by former Wall Street professionals, the firm emphasizes a client-first approach, offering direct access to experienced wealth managers without the interference of middlemen.

As a fee-only fiduciary firm, HarborLight Investments prioritizes transparency and personalized service, ensuring that clients receive tailored financial planning that encompasses all aspects of their financial lives. The team, comprised of CERTIFIED FINANCIAL PLANNER professionals, draws on extensive experience in risk management and investment to help navigate complex financial landscapes.

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5.01 reviews
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John M.
10/28/2017

I have worked with Jason on a few projects over the years and was always impressed with his attention to details as well as his focus upon the big picture and what the future might require...

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