Daniel Harvey

Daniel Harvey

Financial Consultant

Phone: 
530.342.2900

Daniel is a Financial Consultant with Asset Management Group, maintaining his series 7 and 66 registrations, as well as his California Insurance license. Daniel has a passion for helping individuals and families build a strong financial future, teaching them principles of stewardship that will help create the financial freedom they desire. He works with clients of all ages and stages in the wealth management process, helping them protect and invest in their future, as well as the future of the people and things that they care most deeply about.  

Daniel has been married to his best friend, Carolyn, for 5 years.  He has three sons who bring him great joy: David, Jonathan, and Joshua. Daniel has lived in Chico for over 20 years and has experienced every level of the local education system, including graduating from California State University, Chico, with a degree in Financial Services. Daniel is also an active member of the Evangelical Free Church of Chico, where he enjoys serving in many capacities within the church, in the community, and around the world.

The Financial Consultants of Asset Management Group are also Registered Representatives with and securities and advisory services are offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, GA, HI, ID, IN, MA, ID, MA, MD, MN, MO, MI, MT, NC, NJ, NV, NY, OH, OR,OK, PA, SC, TN, TX, UT, VA, WA, WI, WY

 

 

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