Harvest Financial

Harvest Financial We provide comprehensive wealth management with a focus on the design and implementation of reliable lifetime income strategies. Member: FINRA/SIPC.

Registered Representative offering securities through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency LLC, a Registered Broker/Dealer. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera entities are under separate ownership from any other named entity. CA Insurance Lic. 0E17420

Read the latest issue of Financial Watch here:
07/16/2026

Read the latest issue of Financial Watch here:

Your emergency fund is one of the most important financial tools you have. It is what stands between an unexpected car repair and a credit card balance that…

Read the latest issue of Retire Wise here:
07/14/2026

Read the latest issue of Retire Wise here:

Inflation works quietly in the background, and over time, even a modest rise in the cost of everyday goods and services can chip away at the lifestyle you…

Earnings season begins this week, with major banks kicking off a six-week stretch of quarterly reports. Join CIO Gene Go...
07/13/2026

Earnings season begins this week, with major banks kicking off a six-week stretch of quarterly reports. Join CIO Gene Goldman as he explains why earnings matter, what investors should watch for in the latest results, and how markets may respond as companies report against elevated expectations in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

The June Fed meeting minutes will reveal what policymakers are really thinking about inflation, interest rates, and the ...
07/06/2026

The June Fed meeting minutes will reveal what policymakers are really thinking about inflation, interest rates, and the economy—and offer the first inside look at Chair Kevin Warsh's leadership. Why investors care? Per CIO Gene Goldman, if rates stay higher for longer, borrowing costs rise and stocks could face more pressure. Learn more in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

This Quarterly Recap summarizes market performance, major events and news from Q2 2026. Read more here:
07/02/2026

This Quarterly Recap summarizes market performance, major events and news from Q2 2026. Read more here:

Despite June valuation-concerning losses, the S&P 500 and Nasdaq Composite posted their strongest quarterly returns in six years, up 15.2% and 21.6%,…

The S&P 500 is up 7.5% through the first half of the year, but Middle East tensions, elevated valuations, and signs of c...
06/29/2026

The S&P 500 is up 7.5% through the first half of the year, but Middle East tensions, elevated valuations, and signs of consumer strain could bring volatility back into focus. Still, CIO Gene Goldman is optimistic. A resilient economy, sustainable earnings growth, and trillions in cash on the sidelines could make any pullback a buying opportunity. Learn more in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Resilient growth, rising inflation trends, and powerful earnings continue to shape the market backdrop. Dive into the Q3...
06/26/2026

Resilient growth, rising inflation trends, and powerful earnings continue to shape the market backdrop. Dive into the Q3 Quarterly Outlook to explore what’s driving these forces and what they could mean for portfolios in the months ahead. Click to learn more:

Cetera Investment Management is pleased to present its Q3 2026 Market Outlook: “Steady Ground, Rising Stakes.” In this quarter’s outlook, we examine a market…

The Fed meets Tuesday and Wednesday, and while everyone’s expecting no change, there are still a couple things to keep a...
06/15/2026

The Fed meets Tuesday and Wednesday, and while everyone’s expecting no change, there are still a couple things to keep an eye on—like the new dot plot and what’s next under the new Chair. CIO Gene Goldman reminds us that a Fed hold may not be exciting, but consistency counts. See more in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Read the latest issue of Retire Wise here:
06/09/2026

Read the latest issue of Retire Wise here:

Families often struggle to find meaningful ways to pass down their values. While wealth, heirlooms, or traditions can be transferred with relative ease,…

Markets hit pause after a 9-week rally, with a Friday pullback shifting focus to a busy week ahead. Key themes include t...
06/08/2026

Markets hit pause after a 9-week rally, with a Friday pullback shifting focus to a busy week ahead. Key themes include the SpaceX IPO, fresh inflation data, and Middle East developments. Chief Market Strategist Brian Klimke discusses the Fed’s next move and what is driving the markets and what’s just amplifying the noise in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Address

199 S Los Robles Avenue, Ste 230
Pasadena, CA
91101

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

(626) 768-3000

Website

Alerts

Be the first to know and let us send you an email when Harvest Financial posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Harvest Financial:

Shortcuts

Share

Category