Harold Pearson is Senior Vice President, Investments in the Sacramento Office of Wedbush Securities, and has over 35 years of experience serving clients. He is highly experienced in working with fixed income investments and regularly leverages bonds as part of his planning process.
In his role, he is dedicated to offering sound investment advice and is active in monitoring the goals of his clients. As the financial market changes, he adjusts clients’ portfolios in response to economic and market developments to sustain competitive portfolio performance.
Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), he will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy that will help you achieve your financial goals.
Pearson is a decorated veteran who served in the Air Force. He has lived in the Sacramento community for 43 years. Before settling in Sacramento, he was stationed in Italy for almost 2 years with the Air Force. He is the proud father of David, Harold, Angie, and Nicholas.
Contact Harold for a complimentary portfolio review or to learn about a personalized financial plan to grow your financial success.
As a Wedbush Financial Advisor, I am dedicated to serving my clients and the community. I believe my clients come first and work to help protect their financial success. With many years of experience in the securities industry, I am committed to using my experience and knowledge to educate clients to help them make informed investment decisions.
I also develop personalized investment strategies, to assist my clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you achieve your financial goals.
Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.
As a Wedbush Financial Advisor, I am dedicated to serving my clients and the community. I believe my clients come first and work to help protect their financial success. With many years of experience in the securities industry, I am committed to using my experience and knowledge to educate clients to help them make informed investment decisions.
I also develop personalized investment strategies, to assist my clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you achieve your financial goals.
Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.
Chuck Carpenter is a Financial Advisor for Wedbush Securities in Ontario. With over 50 years of experience in the Finance industry, he formerly held roles at firms such as Crowell Weedon & Co. Dean Witter, Sutro & Co. and William O’Neil & Co. He began his career in an entry level role for William O’Neil & Co., and instantly found his calling. His passion for the industry has only grown since.
Chuck excels at providing advice for buying and selling stocks to his clients as well as creating unique strategies to help them generate wealth from their portfolios. Through his many years of experience in the industry, he has gained knowledge and wisdom about the markets that has allowed him to guide clients through volatility and uncertainty. He enjoys partnering with less experienced advisors and mentoring them to grow their own businesses. The entrepreneurial culture of Wedbush has allowed him to thrive in growing his own practice and serving the best interest of each of his clients.
Originally from Santa Monica, Chuck moved to Upland 20 years ago and currently resides there today. He is an animal lover who has 2 cats and 2 dogs and in his free time, enjoys taking RV trips.
As a Wedbush Financial Advisor, I am dedicated to serving my clients, both locally and worldwide. I believe my clients come first and I work hard to help them achieve their financial goals. With over 30 years of experience in the securities industry, I am committed to using my experience and knowledge to help educate clients to make informed investment decisions.
I also develop tailored investment strategies, to help my clients in reaching both their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you achieve your financial goals.
I would like to be your "Consultant for Life". Please contact me for a portfolio review.
Background
I have been a Vice President, Investments at Wedbush for the past 15 years. Prior to joining Wedbush, I held positions at Sutro & Co., Charter Investment Group, Merrill Lynch, Pierce, Fenner & Smith, and Wells Fargo Bank (First National Bank of Oregon). I earned my Bachelor of Business Administration (BBA) from Central Washington University and my MBA from Portland State University. I am a former board member and treasurer of the America Cancer Society's Oregon Division. When not in the office, I enjoy gardening, golf, and white water rafting. I am a native of the Northwest, being born and raised in the Seattle area and moved to Oregon in 1973, where I have lived ever since. I have been married to my wife, Debbie, for over 40 years, and have 3 children (2 daughters and a son) and five grandchildren.
As a Wedbush Financial Advisor, I am dedicated to serving my clients and the community. I believe my clients come first and work to help protect their financial success. With many years of experience in the securities industry, I am committed to using my experience and knowledge to educate clients to help them make informed investment decisions.
I also develop personalized investment strategies, to assist my clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you achieve your financial goals.
Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.
Daniel Morse-Dias is a Registered Investment Executive at SkyArch Capital Advisors, in the Purchase, New York office. He is focused on wealth management, market research, and client service. He regularly leverages the firm’s resources in research, retirement planning, and wealth management to provide a suite of world class solutions to fulfill the individual ambitions and objectives of clients.
SkyArch Advisors offer investment management services to clients ranging from families, small and medium size businesses, corporations and high net worth individuals. With over 30 years of combined financial industry experience, our team assists clients with creating customized portfolios, income solutions, and college savings plans, in accordance with your risk tolerance and investment goals.
Daniel's background in Psychology allows him to bring a unique perspective the team's investment and planning process.
Dan Bertolet serves as Manager for the Wedbush office in Scottsdale, Arizona. Prior to joining Wedbush Securities in 2014, Dan held various roles at several firms over the course of his 35+ year career which included Wells Fargo, PaineWebber, Dean Witter, Smith Barney, and Morgan Stanley.
Dan is proud of the friendly and bustling atmosphere he helped build in the Scottsdale office. His dedicated team consists of experienced advisors and staff members who actively demonstrate a strong work ethic and deliver superior customer service. He thrives on the personal relationships he has built with his team and works hard to consistently engage with everyone in the office. An advisor himself, Dan knows what it takes to develop, grow and service a meaningful book of business, and believes advisors of all types can be successful at Wedbush.
Dan grew up in California and attended Stanford University, where he received his Bachelor of Arts in History. After living in the Bay Area for decades, Dan and his family moved to Arizona in 2012. He spent many years dedicated to playing, coaching and officiating baseball. Currently, his primary hobbies include supporting his talented young son’s passion for playing the bass in a rock band and in the Phoenix Youth Symphony, following Stanford Athletics, and driving his old school 1964 Impala.
As a Wedbush Financial Advisor, I am dedicated to serving my clients and the community. I believe my clients come first and work to help protect their financial success. With many years of experience in the securities industry, I am committed to using my experience and knowledge to educate clients to help them make informed investment decisions.
I also develop personalized investment strategies, to assist my clients in reaching their short and long-term financial goals. Whether you would like to build personal wealth, plan for retirement, minimize estate taxes or prepare for the tuition costs of your children (or grandchildren), I will help you clearly define your investment objectives and risk tolerance to determine an asset allocation strategy designed to help you achieve your financial goals.
Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.