Advisors at this firm
Anthony P
Series 63, Series 65
Montecito, CA
Harbor Hills Financial Advisors
Anthony Purpero is a financial advisor at Harbor Hills Financial Advisors in Montecito, CA, holding Series 63 and Series 65 licenses with 47 years of industry experience. His prior roles include positions at ChangePath, LLC, Sorrento Pacific Financial, LLC, and PartnerVest Financial Group. Harbor Hills Inc. provides portfolio management and financial planning services primarily to individual and high-net-worth clients, managing approximately $116 million for around 103 clients. The firm emphasizes a written Investment Policy Statement, fundamental analysis, and tailored plans, offering discretionary portfolio management with regular account reviews.
Marcos A
Series 63, Series 65
Montecito, CA
Harbor Hills Financial Advisors
Marcos Alvaro is a financial advisor at Harbor Hills Financial Advisors with 12 years of industry experience. He previously worked at JP Morgan Securities for nine years before joining Harbor Hills, where he has been since 2021. Outside of his advisory role, Marcos is the owner and operator of Junior Varsity Naturals, Inc., a company that manufactures and sells natural deodorant products for children through online channels. Harbor Hills Inc. provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm emphasizes written Investment Policy Statements and fundamental analysis to create tailored investment plans, offering discretionary management and regular account reviews.
Conner R
Series 66
Santa Barbara, CA
Harbor Hills Financial Advisors
Conner Rehage is a financial advisor at Harbor Hills Financial Advisors with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms including Partnervest Advisory Services and Sorrento Pacific Financial. Rehage serves as a board trustee for the UCSB Foundation, contributing to the management of its private philanthropy resources. Harbor Hills Inc. provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm emphasizes written Investment Policy Statements and fundamental analysis, offering tailored plans with discretionary management and periodic account reviews.
