Jeffrey Harwood, CFA®, CFP®
Jeffrey has been in financial services for more than 25 years, and has been managing investment portfolios since 1993. Prior to founding Ventura Advisors, he worked as a portfolio manager at a national bank managing investment portfolios for individuals, personal trusts, charitable trusts, and conservatorships. Jeffrey has prior professional experience evaluating commercial and industrial properties, and is a licensed real estate broker in the State of California. Jeffrey has been quoted in several national publications, including The Wall Street Journal, Financial Advisor, and Money. He has also appeared as a financial expert on KCAL Channel 9’s Weekend Morning News.
Jeffrey has earned two degrees from the University of Southern California: a BA in Economics and an MBA® in finance. He has achieved the Chartered Financial Analyst® and Certified Financial Planner® designations. His professional affiliations include the CFA® Institute, the CFA® Society of Los Angeles, the National Association of Personal Financial Advisors (NAPFA), and the Financial Planning Association.