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...
Frank received his bachelors degree in journalism from the University of Missouri. He has lived in Northern California since 1976. Over the past many years, Frank established and built two extremely large Insurance and financial...
Client Service Associate