Have you heard the expressions, "Two heads are better than one" or "Many hands make light work?" That is how the Harvest Financial Team works for you. Chal and Matt team up to provide advice, and Crystal and Connie work to keep Chal and Matt organized.
The Harvest Financial team understands that your individual financial situation is unique and deserves an equally unique approach designed to put you on track to achieving your financial goals.
Our independent approach allows us to offer clients the most suitable options to pursue their financial goals without being constrained by proprietary products or corporate agendas. By affiliating with First Allied Securities, Inc., an independent broker/dealer, we have access to the tools, regulatory guidance and resources to best serve your unique financial needs.
Founder & Financial Advisor
Chal is a Financial Advisor, as well as the Founder of Harvest Financial, LLC, a Registered Investment Advisor serving the people of Napa Valley. A native of Marin County, Chal earned an undergraduate finance degree and a Masters in...
Matt was born and raised in a small town in Utah called Spring City. Right before high school, he and his family moved to Eagle River, Alaska. After high school, Matt returned to Utah to attend college. After graduating from Utah...