HarborLight Investments
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-
Address
180 7th Ave Suite 204
Santa Cruz, CA 95062 -
Phone
(831) 291-3843 -
Website
harborlightinvestments.com
Location
About HarborLight Investments
HarborLight Investments is a Financial Planner in Santa Cruz, CA. This fee-only, fiduciary firm provides full-service investment management and individualized financial planning, including retirement planning, college funding, estate planning, tax strategies, and charitable giving. The firm serves clients in Santa Cruz and El Cerrito, offering direct access to wealth managers without the use of outsourced services. The business maintains a 5.00 rating.
The team consists of CERTIFIED FINANCIAL PLANNER™ professionals who manage investments in-house. Having transitioned from roles in institutional environments such as BlackRock and MSCI, the advisors focus on applying real-world risk management and analytical expertise directly to individual client needs. The firm operates on a transparent, fee-only model and does not sell products or collect commissions.
Located on 7th Ave, the office is situated near Twin Lakes State Beach and Five Branches University, and is a very short distance from Twin Lakes Beach and Leona Creek.
HarborLight Investments is known for providing transparent, personalized financial advice and direct access to experienced professionals. The firm stands out for its commitment to a fiduciary standard that puts client interests first.
HarborLight Investments provides dedicated wealth management and financial planning services to the Santa Cruz community.
Score Summary
BizScoreAI scanned the website harborlightcu.org on July 28, 2026. HarborLight Investments has a BizScore of 51 out of 100. The website audit behind the SEO score ran on October 29, 2026.
- AI Visibility35 out of 100
- SEO68 out of 100
- Google rating5.0 out of 5
AI visibility scan by category: AI Discovery 10 of 25 points, Structured Data 0 of 25 points, Content Readiness 21 of 30 points, AI Trust Signals 13 of 20 points.
Website audit sub-scores (out of 100): On-Page 73, Technical 65, Performance 68, Content 65.
Strengths: 5 checks passed. AI Crawler Access, AI Content Blocking, AI-Parseable Headings, About/Team Page, XML Sitemap.
Areas to improve: 10 checks. llms.txt (failed), Structured Data (failed), Google Business Profile Link (failed), LocalBusiness Schema (failed), Third-Party Review Links (failed), Hyperlocal Targeting (warning), Local Multimedia (warning), Q&A Content (warning), Meta Description (warning), Author Signals (warning).
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