Jeffrey Harwood

Jeffrey Harwood, President of Ventura Advisors, has been in financial services for over thirty years, and has managed investment portfolios since 1993. He 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.

Jeffrey’s professional affiliations include the CFA Institute, the CFA Society of Los Angeles, and the National Association of Personal Financial Advisors (NAPFA). Jeffrey has served as a board member for the Ventura County chapter of the Financial Planning Association and as the chapter’s pro bono director. He also served on the Editorial Review Board of the Journal of Financial Planning for seven years.

Jeffrey has prior professional experience evaluating commercial and industrial properties, and is a licensed real estate broker in the State of California. As a portfolio manager at a national bank, Jeffrey also managed investment portfolios for individuals, trusts, charitable trusts, and conservatorships. 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.