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Mission

Mission

Integrity, hard work and transparency—these are core values that guide my work in empowering you to gain financial independence.

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Clients

Clients

Serving professionals, pre-retirees, retirees and financially independent individuals, I customize services to fit your unique needs.

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Services

Services

Offering carefully designed strategies that address your unique needs, I provide tools and resources to help you develop long-term financial security.

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Committed to Outstanding Service

Committed to Outstanding Service

Finding a financial guide who is truly committed to your financial wellbeing can provide peace of mind for years to come. With decades of experience in developing and implementing effective financial strategies, I provide clients committed fiduciary service—service that is grounded in honesty and care. Providing personalized, customized financial planning, I focus on helping each client get onto a path for obtaining and maintaining financial independence. I want to help you have the freedom to work because you want to work, not because you have to work.

Financial Planning that Endures 

Financial Planning that Endures 

Each stage of life presents unique financial challenges and opportunities. I help you to determine what you have and what you will still need to get where you want to go. I apply strategies that can empower you to reach your financial and life goals. By adhering to sound financial principles, you can gain control, knowing that your resources will last. As you navigate the twists and turns of your financial journey, we’ll make necessary adjustments in your plan to keep you on track to reach your goals.

Bill Harvey

Private Wealth Advisor

(925) 765-6744

bill.harvey@lpl.com

Bill Harvey, CFP®, is a Private Wealth Advisor. With nearly 20 years of experience in the financial industry, Bill specializes in helping clients develop long-term financial security through highly customized financial planning....

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