Peter C. Han

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, equity and debt private placements and mergers and acquisitions for mid-size corporations. He holds a FINRA Series 24 Registered Securities registration, a Series 7 General Securities registration, as well as a Series 66 Advisory Services designation with First Allied Securities Inc. He has received the Accredited Investment Fiduciary© (AIF©) designation from the Center for Fiduciary Studies, which requires a specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. In addition, the Cannon Financial Institute has awarded him the Certified Wealth Strategist© (CWS©) designation, which demonstrates the technical knowledge, practice management best practices and the critical communication skills to work effectively for clients with more complex wealth issues. Mr. Han is also a graduate of Dartmouth College, where he earned a BA degree in Engineering Sciences, with a French Minor. CA Insurance Lic. #0E17420