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Shane K
Series 66
Escondido, CA
Harvestwise Wealth Planning
Shane Kochon is a financial advisor at Harvestwise Wealth Planning with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services and Merrill. He serves as Treasurer on the board of directors for a local organization and holds a real estate license. Harvestwise Wealth Planning is an independent advisory firm that serves individuals, small businesses, trusts, estates, high-net-worth clients, charitable organizations, and other institutional clients. The firm provides comprehensive portfolio management and financial planning services, including estate-document facilitation and donor-advised fund oversight, while coordinating with clients’ tax, legal, and other professionals.
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