Advisors at this firm
David Y
CFP®, Series 66
Tempe, AZ
Harding Wealth, Inc.
David Young is a CFP® with four years of industry experience currently serving as a financial advisor at Harding Wealth, Inc. He previously worked at Core Planning and LPL Financial, LLC. Before entering the financial industry, he spent seven years at Texas Tech University. Harding Wealth, Inc. provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm uses a combination of long- and short-term trading, fundamental and quantitative analysis, and modern portfolio theory, including options and derivatives strategies, with all client assets managed in-house.
Adam H
CFP®, Series 65
Tempe, AZ
Harding Wealth, Inc.
Adam Harding is a CFP® with 10 years of experience in financial advising and has been with Harding Wealth, Inc. since 2016. He serves as the Finance Chair for the Arizona Literacy and Learning Center, a nonprofit organization, and also teaches investment-related courses part-time at UCLA Extension. Harding Wealth, Inc. provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, employing a mix of long- and short-term trading strategies, fundamental and quantitative analysis, and options and derivatives within managed accounts. The firm manages all client assets in-house and focuses on individualized investment policy statements and ongoing portfolio monitoring.
Carson K
CFP®, ChFC®, Series 63
Tempe, AZ
Harding Wealth, Inc.
Carson Kunkle is a CFP® and ChFC® affiliated with Harding Wealth, Inc. in Tempe, AZ, with three years of industry experience. Prior to joining Harding Wealth, he worked at J.M. Arbour Wealth Management and The Vanguard Group. Harding Wealth serves individual and high-net-worth clients with discretionary portfolio management and financial planning, emphasizing tailored investment policy statements and ongoing portfolio monitoring. The firm employs a blend of long- and short-term trading strategies, including options and derivatives, and manages all client assets in-house.