John Harvey is the firm’s owner and general securities principal. Mr. Harvey holds a Masters in Business Taxation (MBT) and a bachelor of science degree in Accounting from the University of Southern California (the Leventhal School of Accounting is consistently ranked in the top five accounting schools by US News and World Report). He began his career in 1989 with the Beverly Hills office of Ernst & Young as a tax consultant to high net worth celebrities. Mr. Harvey is a licensed CPA since 1991. Beginning in 1992, Mr. Harvey worked as a tax consultant for Price Waterhouse and as a Senior Manager with Deloitte & Touché in Los Angeles.
Mr. Harvey is also licensed as a Registered Investment Advisor, General Securities Representative and General Securities Principal (FINRA series 24, 7, 66 and 63) and offers tenants-in-common properties for investment through Sandlapper Securities (member FINRA, SIPC), He is also a licensed Real Estate Broker in the state of California. He is a member of the Tenant-in-common Association (TICA), National Association of Realtors (NAR), Apartment Owners Association (AOA), and the California Society of CPA’s.
Mr. Harvey is an Elite Advisor for Cornerstone and has assisted investors in the purchase of over $400 million in tenant in common real estate. These credentials together with his business knowledge and real world experience allow the firm to offer in-depth real estate advice on section 1031 exchange replacement properties with a view to the effects of income and estate taxation.