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    At Oak Harvest Financial Group, we believe that working as a team is the secret to our success.
    Our clients benefit from hearing a wide range of options and can work with anyone on our team who can best help them with their specific problems. What’s more, our team is always learning from the collective wisdom and positive interaction that we share with each other — and our clients — every day.
    Why Oak Harvest » Who We Are » Advisor Team

    Our Firm

    OUR ADVISOR TEAM

    As financial advisors with Oak Harvest, we have one priority: Taking care of you. As a specialized team of fiduciaries with comprehensive qualifications, we can help you develop the best retirement plan for you and your family. What’s more, we’ll meet with you, one-on-one, to fully understand your financial goals and what’s most important to you. Our meetings are an essential part of developing your strategy and building a life-long relationship.

     

    Luis León, Financial Advisor

    With an extensive career in the financial services industry spanning more than 25 years, Luis helps clients to financially prepare for retirement, by establishing a plan that allows them to  manage, grow, protect, and transition their wealth.

    Luis grew up in Caracas, Venezuela, and moved to Houston in 1980. After earning his bachelor’s degree in economics from the University of Texas at Austin in 1990, Luis began his career in the financial services industry at two commodities/futures firms in Chicago, and then spent 6 years as a relationship manager for corporate and institutional accounts. In 1996, he helped establish the Chase Private Bank International office in Houston, before joining UBS as a financial adviser in 2003.

    In 2006, Luis was named the Regional Director for Wealth Management International at Wells Fargo Private Bank, where he led a team of financial advisors, trust officers, and bankers through the 2008 financial crisis.  It was in this capacity that Luis began to appreciate the challenges and conflicts of the big-bank and broker-dealer world, and concluded that in order to provide conflict-free advice to his clientele, he would need to transition towards the independent advisory side of the business, joining Eagle Strategies LLC for 4 years, and now with the team at Oak Harvest Financial Group.

    Luis has his Series 63, and 65 securities licenses, as well as a license for Life and Health Insurance. He continually works to broaden his industry knowledge, and is planning to pursue a CFP designation shortly. He is fluent in Spanish and English.

    Luis and his wife, Nina, have a daughter graduating from UT-Austin next year, and a son at Strake Jesuit.  His hobbies include reading, football, music, tennis, golf, and walking his labrador retriever, Boo.

     

    Jared Kenney, NSSA® Financial Advisor

    Jared joined Oak Harvest Financial Group in 2017, bringing with him more than 11 years of highly successful financial services experience. By applying his passion and expertise, Jared shares a mutual understanding of each client’s goals and helps them achieve those goals. His focus is on client relationships and loyalty, driving him to strive to deliver a truly rewarding experience to all of his clients.

    Jared attended Kansas State University, where he majored in marketing and economics. He grew up two miles from the campus and has been a passionate Wildcat fan since he was young. He began his career right out of college with Goheen Financial Group, LP, after which he worked at Spartan Wealth Management, LLC in 2010 for more than five years. Jared has his Series 7 and 66 securities registrations, as well as his life and health insurance license. He is also pursuing the Chartered Financial Consultant (ChFC) designation, which will allow him to better serve the clients of Oak Harvest Financial Group.

    Jared obtained the National Social Security Advisors certificate through the National Social Security Association LLC in Cincinnati, OH. The NSSA® certification is one of the only professional certification programs available providing Social Security certification and training in the nation. We believe this certification makes him uniquely qualified to help the growing number of baby boomers optimize their Social Security strategies and lifetime income.

    Jared and his wife, Christina, have been married since 2011 and reside in Sugar Land, Texas. With their daughters, Kylie and Reagan, they enjoy spending time with their extensive family, almost all of whom reside in the Houston area. Jared also enjoys playing golf, fishing, boating, skiing and traveling.

     

    Frank Pizzoferrato, CEP®

    Frank Pizzoferrato, CEP®, is a 33-year veteran of the financial industry and has held the Certified Estate Planner® designation for more than  15 years.

    He started his career in property and casualty insurance, but for the past 30 years he has worked solely with retirees and the over-50 pre-retiree set, focusing on guaranteed principal, income, long-term care and wealth transfer. Frank applies his expertise to insurance products and advice only, and his unique experience and his ability to put any insurance client at ease makes him of tremendous value to the Oak Harvest Financial Group team and to the Houstonians he sits with.

     

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  • About Oak Harvest Financial Group

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    Privacy & Disclosures

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Advisory services are provided through Oak Harvest Investment services, LLC a registered investment adviser. Insurance services are provided through Oak Harvest Insurance services, LLC an insurance agency.

    The logos and trademarks used are the property of their respective owners and no endorsement by those owners of the producer is stated or implied.

    The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.