A complete list of active advisors currently associated with Edward Haro Financial, LLC
Warmer can help you find a great advisor at Edward Haro Financial, LLC or one who fits your needs even better.
The firm serves individual and high‑net‑worth clients, offering discretionary portfolio management, financial planning, and supplemental services such as advanced options trading training, assistance with annuities, and access to private placements. It manages roughly $16.7 million across about 143 client accounts and provides both ongoing asset management and one‑time financial plans. Investment programs are tailored through a documented Investment Policy Statement and implemented using a mix of methods—fundamental and technical analysis, modern portfolio theory, and options strategies including multi‑leg and covered/uncovered positions. The firm generally operates with discretionary trading authority, requires custody of client assets at a designated institutional custodian, and provides regular account reporting. Noteworthy differences from many peers include the firm’s affiliation with insurance activities: supervised persons are licensed to sell insurance and may receive commissions on insurance and annuity products, a conflict of interest the firm discloses and records. The combination of an insurance sales relationship, the explicit offering of advanced options trading services, and the absence of an account minimum distinguish the firm within the supported advisor category.
To learn more about the advisors currently working at Edward Haro Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Tustin, CA
| 29
| |
Tustin, CA
| 1
|
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