Harold Davidson & Associates, Inc.

Craig Farkas is a CFP® professional with over 27 years of experience at Harold Davidson & Associates, Inc. based in Los Angeles, CA. He has been with the firm since 1999 and continues to serve as an advisor there. Harold Davidson & Associates provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and businesses. The firm manages approximately $390.5 million across about 237 client relationships with a small advisory team, offering individualized portfolio management, planning services, and advice on employer retirement plans and private pooled vehicles.

Stephanie Chow is a financial advisor at Harold Davidson & Associates, Inc. with one year of industry experience. She holds the Series 66 designation and previously worked at UBS and other firms. Outside of her advisory role, she is also a notary. Harold Davidson & Associates, Inc. manages approximately $358 million in discretionary assets for individuals, trusts, retirement plans, and other entities. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing fundamental analysis and a combination of long- and short-term strategies across various investment vehicles.

Vick Khoboyan is a financial advisor at Harold Davidson & Associates, Inc. with six years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms including F/M Investment LLC, Gries Financial Partners, Oakhurst Capital Management, and First Western Capital Management. Harold Davidson & Associates, Inc. manages approximately $358 million in discretionary assets for individuals, trusts, retirement plans, and other entities. The firm offers portfolio management, financial planning, and retirement plan consulting, employing a mix of long- and short-term strategies across various asset classes and conducting regular portfolio reviews.