Broker Check

Awards / Recognitions

Advisor Awards

<span style="text-decoration: underline;" data-mce-style="text-decoration: underline;"><strong>Solo Advisors To Watch (2023)</strong></span>

Solo Advisors To Watch (2023)

Out of 1,219 advisor submissions, two of our advisors, Rob Gole and Greg Pang, have been listed in the 2023 Solo Advisors To Watch list! This ranking uses three main criteria in its methodology which our advisors surpassed to get listed!


Scale: Assets Under Management, revenue/production, client households, team size and number of FAs on the team
Growth: The year over change in assets, households, team size and production/revenue. 
Professionalism: Regulatory record, community involvement, professional credentials, and team diversity


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<span style="text-decoration: underline;" data-mce-style="text-decoration: underline;"><strong>Retirement Planning Firm of The Year - National Capital Region (2023)</strong></span><br/>

Retirement Planning Firm of The Year - National Capital Region (2023)

Through our financial advisors in-depth planning process, dedication, and overall performance to our clients, Capital Harvest Wealth Partners has been awarded the Retirement Planning Firm of The Year (2023) - National Capital Region by Wealth & Finance International! 

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<span style="text-decoration: underline;" data-mce-style="text-decoration: underline;"><strong>Washingtonian Award</strong></span>

Washingtonian Award

Some of our advisors including Greg Pang, Rob Gole, Jason Wright, and Chip Rockey have been awarded for the Washingtonian in the past (2017, 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.

<span style="text-decoration: underline;" data-mce-style="text-decoration: underline;"><strong>Financial Advisor of the Year - Virginia Region</strong></span>

Financial Advisor of the Year - Virginia Region

In 2014-2015 Jason Wright was awarded Financial Advisor of the Year for the Virginia region. Jason was awarded by Capital One Investing to the top financial advisor, out of a group of 20, based on revenue generated and a clean compliance record.

Magazine Awards

<span style="text-decoration: underline;" data-mce-style="text-decoration: underline;"><strong>The Face of Portfolio Management</strong></span>

The Face of Portfolio Management

Take a look! Our advisors have been recognized in the Bethesda magazine as part of their Faces 2023 issue. Capital Harvest is recognized as "The Face of Portfolio Management" within the Bethesda area for the second year in a row!


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<span style="text-decoration: underline;" data-mce-style="text-decoration: underline;"><strong>Tysons Premier Magazine</strong></span>

Tysons Premier Magazine

Some of our advisors located in Vienna Virginia have been recognized on the Tysons Premier website. You can view bios for Naj Altaf, Chip Rockey, and Jason Wright all from their official website! 


This is based off financial advisors with deep understanding of the markets, analytical skills and training, and have a passion for finance located in the Tysons area.

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<span style="text-decoration: underline;" data-mce-style="text-decoration: underline;"><strong>Financial Professionals Profile</strong></span>

Financial Professionals Profile

Our advisors have been recognized in the Bethesda magazine again as part of their Financial Professionals Profile edition. We were interviewed on what services we provide and how we are unique in the financial world!


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Disclosures:

*The AdvisorHub Advisors to Watch rankings are created by AdvisorHub.  Participation is open to all firms and advisors.  1,219 nominations were received and considered for the award.  The Advisors to Watch ranking uses three main criteria in its methodology:  1) Scale:  Assets Under Management, revenue/production, client households, team size and number of Financial Advisors on the team; 2) Growth:  The year over change in assets, households, team size and production/revenue; 3) Professionalism – Regulatory record, community involvement, professional credentials, and team diversity.  Advisors must meet the following minimum criteria:  7 years of experience as an advisor; a clean regulatory record (2 or fewer complaints with no significant judgments); at least two years at your current firm and in good standing; and minimum $100m AUM.  The subcategories the advisors may qualify for include:  50 Advisors to Watch Over $1Bil, 50 Advisors to Watch Under $1Bil, 100 RIAs to Watch, 25 Women Advisors to Watch, 25 Next Gen Advisors, 100 Solo Practices and 200 Fast Growing Advisors to Watch.  There is no sales requirement nor any client consultation for the award.  The representative applied for the award but no fee was paid to be considered.  Third-party rankings and recognitions are no guarantee of future investment success and do not sure that a retail investor 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.

*Retirement Planning Award 2023, from Wealth and Finance International includes the entire spectrum of contributors to the pensions and retirement field. From the financial advisors who help bring consumers reassurance and empowerment, to the pension plan providers and fund managers who facilitate retirement income generation. This also includes providers of technology that supports financial professionals in the administration of pensions and allows them to deliver a member experience which meets increasingly high consumer expectations. All organizations are assessed based on the merit of their endeavors, the overall strength of their entry, and have evidence of recent accomplishments to convince our in-house research team that they are worthy. A combination of primary and secondary research techniques to acquire both qualitative and quantitative data depending on its relevance to the program and be able to demonstrate expertise in a given area, dedication to client fulfilment, noteworthy performance or commitment to innovation. 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

*Washingtonian – Top Wealth Advisors. 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.

* "TOP" category recognition is a creation of Tysons Premier Magazine/VivaTysons.com in collaboration with various businesses, to generate advertising revenue and to promote and showcase area businesses. The "TOP category" is not an endorsement nor a representation of an award. 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.

*Financial Advisor of the Year- Virginia Region 2014, 2015- Awarded by Capital One Investing to the top financial professional, out of a group of 20, based on revenue generated and a clean compliance record. 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.