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Philip F
Series 65
Santa Barbara, CA
Haven Funding Llc
Philip Forte is affiliated with Haven Funding LLC and holds a Series 65 designation. He has been with Haven Funding since 2026 and has prior work experience at Elixir Technologies, BlockVenture, PNC, and Carnegie Mellon. Haven Funding LLC offers automated robo-advisory portfolio management through an online platform for individual and business clients, focusing on fixed income, equities, and ETFs. The firm uses algorithm-based advice with an emphasis on options-based liquidity strategies, including box spreads, and provides clients the ability to borrow against their portfolios at long-term fixed rates.
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