Jamie Harwood, Financial Advisor

FINANCIAL ADVISOR
Jamie L Harwood

CFP®, CEPA®
13615 12th Street Suite C, Chino, CA 91710opens in a new window
Referrals Only
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Entrepreneurs & Business Owners
  • Charitable Giving

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Active Lifestyle
  • Mountain Biking
  • Spending Time with Family
  • Auto Racing
  • Car Restoration

Team Members

  • Janet Hunziker
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Phone

(909) 393-0463

Fax

(888) 285-6050

Office Address

13615 12th Street Suite C
Chino, CA 91710opens in a new window

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