Shane Kochon with HarvestWise Wealth Planning

Shane Kochon with HarvestWise Wealth Planning HarvestWise Wealth Planning Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Grateful to have been at the Kingdom Advisors   2026 conference this week.There’s something powerful about gathering and...
02/16/2026

Grateful to have been at the Kingdom Advisors 2026 conference this week.

There’s something powerful about gathering and worshiping with over 3000 other advisors who believe money is more than numbers on a page — it’s a tool for stewardship, generosity, and eternal impact for God’s purposes and Kingdom.

Excited to learn, grow, and bring back fresh insight to serve the HarvestWise Wealth Planning families well. 🙏

11/24/2025
11/24/2025

Had a chance to visit the New York Stock Exchange last week with a partner firm, Eventide Investments! Personally, went there to turn this market back around….🤣

Had a chance to visit the New York Stock Exchange last week with a partner firm, Eventide Investments! Personally, went ...
11/24/2025

Had a chance to visit the New York Stock Exchange last week with a partner firm, Eventide Investments! Personally, went there to turn this market back around….🤣

Another amazing Kingdom Advisors Conference!!! Great time learning and connecting with industry leaders, partners, and c...
02/24/2025

Another amazing Kingdom Advisors Conference!!! Great time learning and connecting with industry leaders, partners, and colleagues on the mission of cultivating faithfulness in biblical wisdom and financial stewardship and leveraging earthly resources for eternal impact.

Are you taking full advantage of your company’s retirement saving opportunities? National Retirement Security Week is th...
10/22/2024

Are you taking full advantage of your company’s retirement saving opportunities? National Retirement Security Week is the perfect time to review your options.

10/17/2024

Medicare open enrollment is October 15-December 7. Choosing your coverage is a complex but important decision. Use this great Medicare guide to help you understand the program and the choices available. We can then connect to weigh your options and decide what’s best for you.

As we enter the final stretch of 2024, what is one small step can you take today to move closer to achieving your financ...
10/03/2024

As we enter the final stretch of 2024, what is one small step can you take today to move closer to achieving your financial goals?

For many investors, a 401(k) is the cornerstone of their retirement income strategy. When did you last review your plan?...
10/02/2024

For many investors, a 401(k) is the cornerstone of their retirement income strategy. When did you last review your plan? Let’s connect to help ensure your 401(k) investments are aligned to your retirement goals.

09/20/2024

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

Address

Escondido, CA

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 3pm

Telephone

+18587881920

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