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 Business Administration from Santa Clara University. His professional experience began with financial positions in the wine industry. In 1994, Chal began practicing financial planning in Napa.
Chal’s philosophy is to carefully get to know each of his clients and their objectives through a thorough interview process. In addition, he personally contacts clients throughout each year. Chal's listening and communication skills enable him to ask the right kinds of questions. Furthermore, he is forthright and honest when it comes to providing answers.
Chal and his wife Nani have five children. He is a member of the Napa Chamber of Commerce and the National Association of Insurance and Financial Advisors (NAIFA). As a Group Discussion Leader for CalCPA, Chal stays in contact with local accountants, and stays up-to-date on current tax matters.
Outside of work, Chal enjoys getting away with Nani and seeing the sites of California.
Chal is a Registered Principal with First Allied Securities
CA Insurance License # 0B42820