Harvey I. Bezozi,  CFP<sup>&reg;</sup> - Financial Advisor

Harvey I. Bezozi, CFP®

CPA,

Managing Member

Harvest Planning & Management, LLC

22174 Bella Lago Dr, Ste 510
Boca Raton, FL 33433
(888) 55-WEALTH
(561) 929-1288

General

Harvey Bezozi is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Harvest Planning & Management, LLC in Boca Raton, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Career Change, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Startup, Retirement, Stocks & Bonds, Sudden Wealth, Personal Taxes

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