Broker Check

Our Team

Greg Pang

Managing Partner, Financial Advisor

(301) 351-9031

gregpang@capharvest.com

With over 24 years of industry experience, Greg has navigated multiple economic cycles guiding clients through a comprehensive financial planning approach supported by active wealth management strategies.

During his tenure with Chevy Chase Financial Services and Capital One, Greg has been a top performing Financial Advisor and has been consecutively selected as a Top Advisor within the Washington Metro Area by the Washingtonian* over the past several years.

Greg maintains both the Series 7, 66 securities registrations along with Life and Health insurance licenses. He has been previously affiliated with Salomon Smith Barney and Prudential Securities and is a graduate of Colgate University.

Greg is married and resides in Clarksville, MD with their three sons.  He is deeply involved in his community, active in church, and avid sports enthusiast.  

 

*Washingtonian – Top Wealth Advisors  (2018) The Washingtonian Top Financial Planner is awarded to individuals who are nominated and surveyed by their industry peers as being the best in their field. The advisors selected are those who received the most recommendations from their peers. Portfolio performance is not a factor. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

Naj Altaf

Partner, Wealth Manager

(703) 943-0882

najaltaf@capharvest.com

Naj Altaf has provided financial planning services to individuals, families and businesses for nearly 25 years. Naj’s approach is based on carefully listening to and understanding his clients’ needs and aspirations. He then leverages principals of proper asset allocation to structure financial management strategies tactically aligned with client goals. Naj focuses on what is most important to his clients, simplifying the complexities of personal finance and maintaining a disciplined approach. As a result of his extensive experience navigating multiple market cycles and his background in supervision and regulatory compliance, Naj delivers a unique wealth management experience.

As a senior executive and Regional Director of the Mid-Atlantic market at Capital One Investing, Naj led a team of more than 50 financial advisors managing in excess of $2.5 billion in client assets. Naj’s leadership and influence played an integral role in the growth and development of an extensive network of financial advisors that has gained recognition from Washingtonian Magazine. Because of his dedication, commitment and expertise, he and his team were continually recognized for the consistent delivery of an exceptional client experience.

Naj currently holds Series 4 (Options Principal), 7, 66, and 24 (General Securities Principal) licenses, as well as life and health insurance credentials. He graduated from George Mason University with a B.S. in Economics.

Naj is a native of Northern Virginia, where he lives with his wife Sheila and five-year-old son. He is an avid learner, sports enthusiast and vintage comic book collector.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

Christopher "Chip" Rockey, CFP ®

Partner, Financial Advisor

(571) 375-4467

chiprockey@capharvest.com

As a native of the Washington DC Metro area, Chip is a deeply committed financial services professional with an extensive background as a Financial Advisor as well as in executive leadership. For 15 years Chip has served his clients by taking a comprehensive approach to wealth management utilizing investment, tax, retirement, insurance and estate planning to create strategies aligned with each individual need. His ultimate goal is to establish long term relationships with the families he serves by guiding them through the accumulation, preservation and distribution phases of their financial life-cycle.

Chip maintains the Series 7, 66 and 24 (General Securities Principal) registrations along with Life and Health insurance licenses. His past affiliations have been with Capital One and Chevy Chase Financial Services. Chip is also a Certified Financial Planner CFP® and was recognized as a Top Advisor in the Washington Metro Area by the Washingtonian* in 2017. He is a graduate of University of Maryland with a BS in Finance and Marketing.

Chip resides with his wife Alicia and their daughter Maya in Vienna, VA. He is an outdoor enthusiast who enjoys hiking, trail running, and exploring other parts of the world.

 

*Washingtonian – Top Wealth Advisors  (2018) The Washingtonian Top Financial Planner is awarded to individuals who are nominated and surveyed by their industry peers as being the best in their field. The advisors selected are those who received the most recommendations from their peers. Portfolio performance is not a factor. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

Jason Wright

Partner, Financial Advisor

(703) 554-4624

jasonwright@capharvest.com

Jason Wright is a second-generation financial advisor and native of Washington DC. He offers clients more than 11 years of financial services industry experience, including positions with independent registered investment advisory firms, investment banks, and retail bank programs. For the last 10 years he served as a Vice President and Financial Advisor with Capital One Investing. While at Capital One, Jason was recognized as Financial Advisor of the Year for the Virginia region in 2014 and 2015 along with being recognized in 2018 by the Washingtonian* as one of the top financial advisors within the Washington, DC area.

Jason implements a goals-based financial planning process tailored to the unique needs of each individual client, family or business.  He holds himself accountable to the belief that client relationships are strengthened by providing a high level of transparency, clarity, and responsiveness.   Jason delivers an ensemble approach working directly with professionals used by the client including the CPA, estate planning attorney, private banker and mortgage lender to coordinate all aspects of the financial picture.  

Jason has been affiliated with Capital One Investing, Chevy Chase Financial Services, and Merrill Lynch maintaining the Series 7 and 66 securities registrations, along with Life and Health Insurance licenses. He graduated from the honors program at Elon University with a Bachelor of Science in Finance and a Minor in Spanish. Jason resides in Bethesda, MD, and enjoys tennis, golf, motorsports, and volunteering at local area food banks in his spare time.He previously resided in Madrid, Spain and supports all Spanish speaking clients for Capital Harvest Wealth Partners.

 

*Washingtonian – Top Wealth Advisors  (2018) The Washingtonian Top Financial Planner is awarded to individuals who are nominated and surveyed by their industry peers as being the best in their field. The advisors selected are those who received the most recommendations from their peers. Portfolio performance is not a factor. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

Robert Gole, CFP ®

Partner, Financial Advisor

(240) 507-8893

robgole@capharvest.com

For the past decade, Rob has focused his financial guidance around goal achievement, diversification, tax sensitivity, and financial flexibility. By leading clients through financial planning and prudent investment advice, Rob is committed to relieving clients of their financial concerns.  He is a Certified Financial Planner CFP® and has been recognized as a Top Advisor within the Washington Metro Area by the Washingtonian in 2017*.

Rob maintains the Series 7 and 66 securities registrations along with Life and Health insurance licenses.  His prior affiliations have been Chevy Chase Financial Services and Capital One. Rob graduated summa cum laude from Cedarville University with a Bachelor’s Degree in Finance and an accompanying minor in Biblical Studies.

Rob and his wife, Katie, are longtime residents of Montgomery County, MD, where they make their home raising their 1-year old son, Liam, who will be joined by a sibling later this year.  Rob and his family are active members at Mountainview Community Church.  He is an avid follower of the Washington Capitals along with other DC sports teams. He enjoys golfing, playing softball, and strategic board games.

*Washingtonian – Top Wealth Advisors (2017) The Washingtonian Top Financial Planner is awarded to individuals who are nominated and surveyed by their industry peers as being the best in their field. The advisors selected are those who received the most recommendations from their peers. Portfolio performance is not a factor. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.