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2012 CFA Institute Conference Recap

Highlights from Chicago

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Megan passes the CFP Board Exam

Congratulations Megan!

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Q1 2012 Newsletter Available

Get it while it’s hot!

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Quarterly Webinar – Q1 2012

Join us April 20th at 12:15

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Megan Joins Harbor!

Harbor is pleased to announce Megan Foster has joined our team as an Associate Wealth Manager. She comes with two years of trading experience from Charles Schwab where she worked as a stock broker. Megan has a Bachelors degree in Finance from the University of San Diego. She is currently working towards obtaining her Certified Financial Planning designation.…

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Elyse's Moneyshow.com Interview

Elyse was recently interviewed by Kate Stalter of Moneyshow.com to discuss the importance of being in the market and some favored instruments .  The interview can be played or viewed here!

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New Denver Office

Hello Denver!

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Jordan Kunz Earns CFP® Certification

Congratulations!

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Q4 2011 Newsletter Available

For your reading enjoyment

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Happy Holidays!

Best wishes for the New Year from all of us at Harbor Wealth Management

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