Harvey Small has dedicated his career to providing a full range of financial services and quality financial products. Harvey helps meet the needs of successful professionals, business owners, and retired individuals. His practice concentrates on retirement, estate planning strategies and income and asset protection. Through outstanding service and a commitment to excellence, he has built a solid clientele and expanded his business through referrals from satisfied clients. Harvey graduated with a degree in management from Temple University and went on to receive his Chartered Life Underwriter (CLU) and the Life Underwriter Training Council Fellow (LUTCF) designations from The American College. He holds the Financial Industry Regulatory Authority (FINRA) Series 6, 7, 63, 65 registrations and holds state life insurance licenses.
CA Insurance License #0G30336