Robert O. Abbott, III CLU, CHFC, MSFS
Harvest Capital Advisors Inc., Bellevue
Harvest Capital Advisors is a financial planning firm, now in its 14th year of focusing on developing solutions to transitional life events. In addition to Rob, Harvest has 12 staff: including 3 CFPs and a CPA to provide planning for a broad range of clientsAs a charter corporate member of the National Association of Personal Financial Advisors (NAPFA), HCA operates on a fee-only basis, offering fixed fee or hourly rate planning, financial advocacy (ongoing management of financial affairs) on retainer, and fee-only asset management, which is Rob's current and primary focus. HCA currently manages about $200 million in client assets for 290 clients, including individuals, retirement plans, trusts, and endowments.Rob began his career in 1973, earning his securities license in 1974, and professional designations as Chartered Life Underwriter in 1977, Chartered Financial Consultant in 1981, and his Master's Degree in Financial Services in 1989.A 23 year past member, Rob is a past President of the Seattle Chapter of the Society of Financial Service Professionals, also serving for 5 years as a member and chair of the national society's continuing education program. He is has been a member of the Seattle Estate Planning Council since 1980.Over the past 34 years, he has assisted over 150 business owners through the process of transitioning into retirement, planning for orderly and financially rational succession.