Point Pacific Financial

Harbor Pointe Financial, founded by Certified Financial Planner Stefanie Bashore, is dedicated to empowering individuals, families, and small business owners to navigate their financial journeys through values-based planning. With a commitment to integrity and a client-first approach, the firm offers a range of services including comprehensive financial planning, retirement planning, and investment strategies tailored to each client's unique values and goals.

Operating independently, Harbor Pointe Financial prioritizes objective guidance over sales quotas, ensuring clients receive personalized financial advice without the influence of proprietary products. The firm collaborates with Cambridge Investment Group Inc. to provide holistic financial solutions, enabling clients to achieve financial freedom and focus on what truly matters in life.

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