Harry C. Calivas,  CFP<sup>&reg;</sup> - Financial Advisor

Harry C. Calivas, CFP®

CIMA®

Ph.D. Business Management & Finance - Senior Vice President - Investment Officer

Calivas and Jovanovic Wealth Management Group of Wells Fargo Advisors

12515 West Bell Road, Ste 100
Surprise, AZ 85378
FINANCIAL ADVISOR'S WEBSITE
(800) 634-3996
(623) 876-4847
CONNECT WITH Harry
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General

Harry Calivas is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Calivas and Jovanovic Wealth Management Group of Wells Fargo Advisors in Surprise, AZ and the surrounding communities.

Financial Advisor Overview

"Our passion is to deliver exceptional client experiences by consistently committing and devoting ourselves towards achieving our clients' unique goals and dreams" are words that both symbolize and embody the essence and philosophy of our team.  We align our disciplines, processes, and procedures with each of our clients' goals and needs so that we can assist individuals, families, businesses and organizations to build, manage, preserve and transition their wealth by providing high quality advice for investments, risks, liabilities and estates which represent the cornerstone of our core competencies.

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Financial Advisor Experience

We have an extensive and diversified business background with more than 35 years of business experience. Designations include Certified Financial Planner, Certified Investment Management Analyst and Accredited domestic Partnership Advisor. Additional qualifications include: BA in Economics and Political Science, MBA in Business Administration and Investment management analyst from Wharton School of Business. Other team member experiences include employment in both large and small publicly and privately held corporation with responsibilities that include profit & loss, oversight of multi-million dollar projects/contracts/product lines, managing financial matters and playing an integral part in maintaining client relationships. Other team member awards include Distinguished Service Awards which is designed to recognize outstanding branch support team members that embody core values such as service, respect, integrity and teamwork.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Other - Accredited Estate Planner (AEP), Accredited Domestic Partner Advisor (ADPA)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

Wells Fargo Clearing Services, LLC

Broker-Dealer Disclaimer

Member SIPC

Financial Advisor's Specialties

Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Nontraditional Households

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Helpful Financial Planning Resources