Team

As hard as you might have worked to get to where you are today, you certainly did not do it alone! All along the way there have been mentors, co-workers, employees, clients, relatives and friends who have enabled, empowered, motivated, and inspired you to achieve abundance in life. In the same way, we acknowledge that our success is the sum of the collective efforts of our staff and the extensive resources of our independent broker/dealer, First Allied (https://www.firstallied.com), which is a wholly owned subsidiary of Cetera Financial Group (https://www.cetera.com/clients), the 2nd largest network of independent financial professionals in the US, with over 8,000 advisors. We work independently for our clients rather than representing any specific mutual fund company or large proprietary brokerage firm that promotes its own products, minimizing any potential conflicts of interest.

Scroll down below to learn about your local Harvest Financial team members:

Peter C. Han

Principal

626.768.3000 ext 103

626.395.7750

peter.han@harvestfinancial.com

Peter Han has been in the institutional and retail financial services industry since 1997. Prior to co-founding Harvest Financial, he spent seven years as an investment banker at Duff & Phelps, LLC, where he worked on venture capital,...

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Edward Yoon

Principal

626.768.3000 ext 105

626.395.7750

edward.yoon@harvestfinancial.com

Edward Yoon has served in the financial services industry since 1994, most recently as Vice President of Investments at UBS. He holds a FINRA Series 7 General Securities and Series 63 and 65 designations with First Allied Securities,...

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Changsoo Han

Principal

626.768.3000 ext 104

626.395.7750

chang.han@harvestfinancial.com

Changsoo Han co-founded Harvest Financial in early 2004, after spending 23 years with AXAFinancial, Inc., one of the world’s largest financial services companies.He holds a FINRA Series 24 Registered Principal designation, a Series 6...
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Caroline Sanchez

Client Services Manager

626.768.3000 ext 101

626.395.7750

caroline.sanchez@harvestfinancial.com

Caroline will be able to assist you with most account related inquiries and requests. Should your needs require more advanced discussion or help, outside a regularly scheduled review, she will engage your advisor, Peter Han or Edward...
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Deana Cruz

Operations Manager

626.768.3000 ext 102

626.395.7750

deana.cruz@harvestfinancial.com

Deana Cruz joined Harvest Financial in 2013 with over 15 Years of accounting experience. She has served as Corporate Accounting Manager for DynaMetric, Inc. in Arcadia, CA, and as Director of Finance for Starving Students, Inc. in Los...
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Karen Prater

Client Services Assistant

626.768.3000 ext 108

626.395.7750

karen.prater@harvestfinancial.com

Karen rejoined our team in February 2022 after returning from living overseas. As our Client Services Assistant, Karen will be working under the direction of both Caroline and Deana to assist you with all of your account related...

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