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Shane J Kochon

Harvestwise Wealth Planning

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About Shane J Kochon

Shane J Kochon is an Investment Advisor Representative at Harvestwise Wealth Planning, a firm based in Escondido, CA. Shane has been in the financial services industry since 2008 and has experience in providing financial planning, portfolio management, and other advisory services to individuals, families, and businesses. Shane holds Series 7 and Series 66 registrations as well as a real estate license and is a member of the Board of Directors for a company based in Palomar Mountain, CA.

Firm Information

Shane Kochon is currently registered with Harvestwise Wealth Planning. Harvestwise Wealth Planning, based in Escondido, CA, is an investment advisor with 1 licensed agent and 1 investment advisor representative. They manage approximately $38,305,000 in assets for 239 clients, including individuals, charitable organizations, and pension and profit sharing plans. They offer a range of advisory services, including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.
Harvestwise Wealth Planning

500 LA TERRAZA BLVD.

ESCONDIDO, CA 92025

$38.30M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Shane Kochon’s Registration & Firm History

CA

10/25/2024 - Present

Harvestwise Wealth Planning (ESCONDIDO CA)

CA

01/26/2012 - 12/23/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)

CA

09/01/2008 - 12/21/2011

LPL FINANCIAL LLC (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 12/19/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shane J Kochon.
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