Meet John
With a background spanning 29 years in financial services, John Harty serves as a Wealth Advisor at Carson Wealth’s San Francisco Bay Area office. He brings a profound understanding of asset management, having worked extensively with both retail and institutional clients throughout his career. John recognizes the intricate link between estate, tax, and investment planning and advocates for a cohesive, symmetrical approach to asset protection. His expertise encompasses investment due diligence procedures, risk mitigation strategies, and tax optimization methodologies. Additionally, John is adept in portfolio construction, leveraging both traditional and alternative investment strategies to cater to his clients’ diverse needs. Recognizing that behavioral decision-making can often lead individuals to deviate from optimal financial choices, he adopts a data-driven approach to financial planning. By providing guidance and counsel, John empowers his clients to make informed decisions across all facets of financial planning.
John holds the Accredited Investment Fiduciary (AIF®) designation, along with his FINRA Series 63 and 65 licenses, as well as Life, Health, and Variable annuity insurance licenses. He graduated from Mt. St. Mary’s University with a BS in Business & Finance. Apart from his professional pursuits, John finds immense joy in spending quality time with his family. He, along with his wife, Meghan, and their daughter, Keira, share a passion for skiing in Lake Tahoe. Furthermore, John actively engages as a lacrosse and softball coach for his daughter’s 8U teams, exemplifying his dedication to mentorship and community involvement.
John is not registered with Cetera Advisor Networks LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera Advisor Networks or its registered representatives.