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HarborLight Investments, LLC is registered as an investment adviser in the States of California and Texas. HarborLight Investments, LLC and individuals associated with it as investment adviser representatives (each a "Representative") may transact business in a state other than California and Texas, only if first registered by such state, or exempt from such registration requirement. Follow-up, individualized
responses by HarborLight Investments, LLC or a Representative to persons in a state using any contact method that involves the rendering of personalized investment advice for compensation will not be made absent compliance with such state's registration requirements or a valid exemption.
Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Case studies are purely hypothetical and are used to illustrate the types of financial issues faced by actual clients. These case studies do not represent
the experience of any specific advisory client. Every client’s situation is different, and their goals may not always be achieved.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Currently,
more than 71,000 individuals have obtained CFP® certification in the United States.
