About the Business
We are a fee-only Certified Financial Planner™ specializing in retirement planning and investment management. We help you plan for your future so you have peace of mind and more time to do what you love.
HarborLight was founded by Dr. Jason Draut, CFP®, and Christopher Sheehy. We each spent more than a decade after our academic studies gaining extensive real-world experience in financial services working for large institutional clients as well as a few years working for another small investment advisor firm.
Together we decided to start HarborLight Investments to help individuals navigate the challenges of
investing and planning for their financial future. We feel strongly thathelping individual investors reach their financial goals is both rewarding and a perfect fit for our respective skills.
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- Established in 2016.
- (510) 558-8272
- 516 El Cerrito Plz, El Cerrito, CA 94530
Opening Time
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Mon
9:00 AM - 5:00 PM
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Tue
9:00 AM - 5:00 PM
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Wed
9:00 AM - 5:00 PM
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Thu
9:00 AM - 5:00 PM
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Fri
9:00 AM - 5:00 PM
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Sat
Closed
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Sun
Closed