Broker Check

California Advisors

Brian Park

Riverside, CA


Associate Investment Advisor

Brian was in full-time ministry doing financial counseling with people within his church for 25 years. He believes a person’s financial health is as important as all the other areas of their life. To be a good steward of ones resources demonstrates wisdom and courage in the face of our over-spending/indebt culture…

(951) 684-0211
bpark@harvestinvestmentservices.com

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John O'Brien

Foothill Ranch, CA


Affiliate Investment Advisor | CPA

John believes proper financial planning is a critical aspect to one’s wealth generation and preservation. His firm provides complete financial services to help you reach your financial goals. Baroldi & Associates is a full service CPA firm providing a broad range of services in the areas of accounting, auditing, consulting, financial services and taxation…

(949) 472-9432
jobrien@baroldiandassociates.com

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Ken Wilkinson

Danville, CA


Associate Investment Advisor

Ken is a well-known authority with extensive training in the matters of business and personal financial consulting and estate planning issues. He is a frequent speaker and trainer at major financial institutional meetings. Ken’s focus is on proper planning and documentation to increase asset protection of holdings and create family legacies utilizing business, financial and estate planning…

(925) 743-1678
kwilkinson@harvestinvestmentservices.com

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Jim Wisdom

Westlake Village, CA


Affiliate Investment Advisor | CFP

As a Certified Financial Planner and the owner of James L. Wisdom Insurance Services, Jim has twenty five years of experience in the Insurance and Financial Services industry. James L. Wisdom Insurance Services provides innovative and cost-effective Insurance/Risk Management and Financial Services solutions for privately held business owners and their employees…

(805) 497-9264
jwisdom@harvestinvestmentservices.com

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