Home
Our Process
Book A Meeting
Client Log In
Home
Our Process
Book A Meeting
Client Log In
More
  • Home
  • Our Process
  • Book A Meeting
  • Client Log In
  • Home
  • Our Process
  • Book A Meeting
  • Client Log In

What We Do

The Personal Touch

Meet with a professional CFP® who will look through your assets with the fiduciary duty to recommend the best solutions revolved around you.

Learn more

What We Offer

Tax Planning

Retirement Planning

Retirement Planning

Retirement Planning

Retirement Planning

Retirement Planning

Insurance Planning

Retirement Planning

Insurance Planning

Investments

Financial Analysis

Insurance Planning

Real Estate

Financial Analysis

Financial Analysis

Financial Analysis

Financial Analysis

Financial Analysis

Contact us

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Lets Get Started Today!

Set up a Complimentary Financial Checkup to see how we can help you reach your financial goals

Harper Investing

2005 De La Cruz Blvd. #120 Santa Clara, CA 95050


Harper Investing does not currently focus on ESG investing or offer ESG-type portfolios.


Nothing on this site should be interpreted to state or imply that past results are an indication of future performance. This site does not constitute a complete description of our investment services and is for informational purposes only. It is in no way a solicitation or an offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this internet site, whether stock quotes, charts, articles, or any other statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Neither our information providers nor we shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. All investments involve risk, including foreign currency exchange rates, political risks, different methods of accounting and financial reporting, and foreign taxes. Harper Investing does not currently focus on ESG investing or offer ESG-type portfolios

CRS    |     ADV 2A

Copyright © 2024 Harper Investing - All Rights Reserved.

Powered by GoDaddy