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Joseph S
CFP®, Series 63, Series 65
San Diego, CA
Harvesting Gains Corporation
Joseph Stella is a Certified Financial Planner (CFP®) with 11 years of industry experience. He is currently with Harvesting Gains Corporation in San Diego, CA, and has previously worked at firms including Presidio Capital Management, Cetera, First Allied Advisory Services, and Gould Asset Management. Harvesting Gains Corporation serves individuals, high-net-worth clients, business owners, and trusts with investment and planning services that include discretionary portfolio management, 1031 like-kind exchange advisory, private placement advice, and comprehensive financial planning. The firm combines fundamental and macroeconomic analysis with tax-efficient portfolio management and offers unique services such as security-pricing analysis and market-timing guidance.
Steven P
CFP®, Series 66
San Diego, CA
Harvesting Gains Corporation
Steven Prescott is a CFP® and holds a Series 66 license, with eight years of industry experience. He has worked at Colorado Financial Service Corporation since 2019 and concurrently at Kingsbarn Real Estate Capital since 2016. He is based in San Diego, CA. Harvesting Gains Corporation provides investment and planning services primarily to individuals, high-net-worth clients, business owners, and trusts and estates. The firm offers discretionary portfolio management, 1031 like-kind exchange advisory, private placement advice, and comprehensive financial, tax, charitable, and pension planning, combining fundamental analysis, macroeconomic inputs, and tax-efficient, long-term portfolio management.
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