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Craig F

CFP®

Los Angeles, CA

Harold Davidson & Associates, Inc

Craig Farkas is a CFP® at Harold Davidson & Associates, Inc. with one year of industry experience. He has been with Harold Davidson & Associates since 2025. Harold Davidson & Associates provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and businesses. The firm manages approximately $390.5 million across about 237 client relationships and offers individualized advisory services including fundamental analysis and planning engagements such as real estate and mortgage analysis.

Real estate investing Options & derivatives strategies Founder/Business Owner
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Stephanie C

Series 66

Los Angeles, CA

Harold Davidson & Associates, Inc

Stephanie Chow is a financial advisor at Harold Davidson & Associates, Inc. with one year of industry experience. She holds the Series 66 designation and previously worked at UBS and other firms. Outside of her advisory role, she is also a notary. Harold Davidson & Associates, Inc. manages approximately $358 million in discretionary assets for individuals, trusts, retirement plans, and other entities. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing fundamental analysis and a combination of long- and short-term strategies across various investment vehicles.

Real estate investing Options & derivatives strategies Founder/Business Owner
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Harold D

Los Angeles, CA

Harold Davidson & Associates, Inc

Harold Davidson is the principal of Harold Davidson & Associates, Inc. in Los Angeles, CA, with 28 years of industry experience. He has worked at Harold Davidson & Associates since 1973. Harold Davidson & Associates, Inc. manages approximately $358 million in discretionary assets for individuals, trusts, retirement plans, and other entities. The firm offers portfolio management, financial planning, and retirement plan consulting using fundamental analysis and a combination of long- and short-term strategies across various asset classes, including public securities and private real estate investments.

Real estate investing Options & derivatives strategies Founder/Business Owner
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Vick K

Series 65, Series 66

Los Angeles, CA

Harold Davidson & Associates, Inc

Vick Khoboyan is a financial advisor at Harold Davidson & Associates, Inc. with six years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including F/M Investment LLC, Gries Financial Partners, and First Western Capital Management. Harold Davidson & Associates provides portfolio management, financial planning, and retirement plan consulting services to individuals, trusts, pension plans, and businesses. The firm manages approximately $390.5 million across about 237 client relationships, offering individualized investment strategies and advising on employer retirement plans and private pooled vehicles such as real estate limited partnerships.

Real estate investing Options & derivatives strategies Founder/Business Owner
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