who we are
We are passionate about helping you reach your financial goals and live your best life. We work with people at all different life stages and pride ourselves in offering you a personal and fully customized financial plan based on what matters most to YOU.
Straightforward, honest financial advisors
Our
Values
Transparency
You will always be in contact with the person who is managing your money. Transparency, integrity, and reliability are core to our business model. We honor our commitments while always upholding the highest ethical standards. We are accountable.
Innovation
Our boutique firm has the flexibility and one-on-one support to truly serve our clients with a customized approach, including top-tier investment insights, proactive solutions and personal, dedicated support from a professional team.
We’re always working for you, looking for new opportunities. Our high-conviction approach aims to deliver investment clarity and better outcomes.
Compassion
We understand that wealth refers to more than a person’s finances. It also includes a sense of well-being, belonging and prosperity in the communities where we live and work.
Respect
Clients rely on our in-depth knowledge and experience to help achieve their goals. We succeed together and never forget how critical financial success is to your goals and dreams. An uncommonly collaborative culture helps us deliver exceptional personalized service.
Where we started
We believe financial literacy should be accessible to everyone. I am a Bay Area native with a lifelong passion for investing and financial management. I look forward to working with you to help you achieve financial freedom.
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It all started when I was five years old and my mom bought me my first Uncle Wiggly board game. Ever since then, I pictured the game bord in my head anytime I thought of numbers. At six years old, I opened up my very first savings account. I began saving $1 per week and watched my money grow in my passbook. At twelve years old, I thrived in my first job as a paperboy, which taught me so much about life, money, and success. Finances has always been a passion of mine, starting from early childhood.
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I received my MBA from Santa Clara University and embarked on a successful career in tech sales prior to making my hobby and passion my day-to-day job. Before starting my own firm, I established my career at Edward Jones, where I quickly became one of the top financial advisors in the Bay Area and California.
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Whether you’re planning for retirement, buying your first home, saving for a college education, trying to determine the best tax strategies, or setting up an estate plan for your family, we will work together to develop a plan to help you achieve your goals.
Our Home
bill@harveywealthmanagement.com
(408) 489-9969
Redwood City, CA 94063
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