Harris & Associates: Registered Investment Advisor

Investment ManagementCalifornia, United States2-10 Employees

Harris & Associates is a Registered Investment Advisor specializing in executive benefit planning, investment management and estate transfer strategies. For over twenty years, we have created financial solutions and provided extraordinary personal service to our clients, while consistently offering the highest degree of integrity, ethical financial advice and disciplined investment management. Our staff consists of experienced professionals with a "hands on" approach to financial advice. You will find our team members both knowledgeable and genuinely caring and we work to make your dreams a reality.

Harris & Associates was founded by David Harris, who holds a doctorate in Ethics & Society from the University of Chicago, the Certified Financial Planner designation as well as the Chartered Financial Consultant designation. With his unique background, we strive to ensure our every word and action is always in the client's best interest. This ability allows us to design highly personalized wealth strategies for our clients, which we are able to explain in simple, understandable terms.

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