Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold Kirsch is an investment advisor representative with EP Wealth Advisors, and is currently registered in California. Harold has worked in the financial services industry since 1995. In addition to being an investment advisor representative, Harold also serves as a trustee and distributes funds as needed to beneficiaries, prepares information for tax returns, invests activity, and meets with beneficiaries. Harold's specializations include Financial Planning, Portfolio Management for Individuals, and Portfolio Management for Businesses. Harold is also a Chartered Financial Analyst.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan advisory services & tax preparation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
10/12/2023 - Present
EP Wealth Advisors (Walnut Creek CA)
Active
Inactive
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