530.342.2900
2452 Lakewest Drive, Chico, CA 95928

Who We Are

Asset Management Group has over 25 years of experience in the management of stock, bond and mutual fund portfolios. Our advisors take the time to understand what is important to you while working with you to identify your short term and long term needs. We work closely with your CPA and estate planning attorney to ensure a smooth, tax efficient wealth strategy.

Daniel Harvey

Daniel Harvey
Financial Consultant
Phone: 
(530) 342-2900

Daniel Harvey

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.

 

 


Securities and advisory services offered through Financial Network Investment Corporation, member FINRA, SIPC.  Financial Network Investment Corporation and Asset Management Group are not affiliated.

The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:
We are registered to sell Securities in AK,AL,AZ,CA,CO,FL,IA,ID,IL,IN,KS,KY,LA,MD,MI,MO,MT,NC,NE,NV,OR,TN,TX,UT,VA,WA.

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