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A. Mark Harbour, CPA, CFA, CFP, CIMA
Financial Advisor
tel: (213) 486-7187
toll free: (800) 832-7648
fax: (310) 861-0559
Professional Details
- Maintains an active footprint in Los Angeles and New York for private wealth management.
- Practical working knowledge of behavioral finance and the psychology of decision making acquired through years of active involvement and leadership with the Applied Behavioral Finance Group (a community of interest of the CFA Society of Los Angeles).
- Currently Treasurer and Board Member of the CFA Society of Los Angeles.
- Current national chairman of the Wealth Management Committee of the Investment Management Consultants Association (IMCA)
- Current ethics instructor for the Certification program for private wealth advisors at the University of Chicago (an Investment Management Consultants Association program).
- Former tax partner and practicing CPA with Ernst & Young, a major global accounting firm.
- Key thought: We attempt to improve the quality of your decisions by analyzing the process you use to make them.
A. Mark Harbour, CPA, CFA , CFP , CIMA
is licensed in the following state(s):
CA, NY, OK
Bernadette Harbour, CFP, CIMA
Financial Advisor
tel: (213) 486-7173
toll free: (800) 832-7648
fax: (310) 861-0559
Professional Details
- Maintains an active footprint in Los Angeles and New York for private wealth management.
- Recently awarded a Masters Degree in Business Administration from the USC Marshall School of Business.
- Former Senior Manager of Ernst & Young, a major global accounting firm with extensive experience in consulting numerous executives to optimize the value they realized from executive compensation and benefit programs.
- Contributed content to Ernst & Young’s Personal Financial Planning Guide and estate and retirement planning guides for a major brokerage firm.
- Developed content and process methods for a number of multiple comprehensive personal financial counseling programs delivered by a team of consultants to executives at a number of Fortune 500 companies.
- Key thought: Resilience trumps efficiency. (Market downturns happen, but they need not affect your lifestyle)
Bernadette Harbour, CFP , CIMA
is licensed in the following state(s):
CA, CO, CT, FL, IL, MO, NJ, NM, NY, OK, TN, TX
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
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