Montecito, CA Office

Anthony Purpero is a financial advisor at Harbor Hills Financial Advisors in Montecito, CA, holding Series 63 and Series 65 licenses with 47 years of industry experience. His prior roles include positions at ChangePath, LLC, Sorrento Pacific Financial, LLC, and PartnerVest Financial Group. Harbor Hills Inc. provides portfolio management and financial planning services primarily to individual and high-net-worth clients, managing approximately $116 million for around 103 clients. The firm emphasizes a written Investment Policy Statement, fundamental analysis, and tailored plans, offering discretionary portfolio management with regular account reviews.

Marcos Alvaro is a financial advisor at Harbor Hills Financial Advisors with 13 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at JP Morgan Securities for nine years. Outside of his advisory role, he is the owner and operator of Junior Varsity Naturals, Inc., a company that manufactures and sells natural deodorant products for children through online channels. Harbor Hills Financial Advisors serves individual and high-net-worth clients by providing ongoing portfolio management and financial planning. The firm emphasizes individualized investment policies, fundamental analysis, and offers a range of investment instruments while employing both asset-based and performance-based fee structures for qualified clients.