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
626.395.7750
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,...
Edward Yoon
Principal
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,...
Changsoo Han
Principal
626.395.7750
chang.han@harvestfinancial.com
Caroline Sanchez
Client Services Manager
626.395.7750
caroline.sanchez@harvestfinancial.com
Deana Cruz
Operations Manager
626.395.7750
deana.cruz@harvestfinancial.com
Karen Prater
Client Services Assistant
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...