Connor Hartwell, CFP®, CIMA®, CPA(inactive)

As one of the principal advisors of the firm, Connor brings a robust professional history to the team. He holds his Certified Financial Planner (CFP®) designation, Certified Investment Management Analyst (CIMA®) designation, and an inactive Certified Public Accountant (CPA) license.  He received his bachelor's degree from UC Santa Barbara in Economics and Accounting. Prior to joining the firm in 2019, Connor worked in public accounting, private wealth management, and mutual fund sales. His areas of expertise include portfolio construction, tax planning, and investment analysis. On his days off, Connor enjoys spending time with his wife, Alex, and their daughter.