Harris & Associates: Registered Investment Advisor Email Format

Investment ManagementCalifornia, United States2-10 Employees

Harris & Associates is a small investment advisory firm based in Manhattan Beach, California, providing investment management along with executive benefit planning and estate transfer strategies. For more than twenty years, the firm has developed financial solutions and delivered personal service with a focus on integrity. As a Registered Investment Advisor, it emphasizes disciplined, client-centered wealth management and a hands-on approach.

Founded by David Harris, who holds a doctorate in Ethics & Society from the University of Chicago and carries both the Certified Financial Planner and Chartered Financial Consultant designations, the practice emphasizes acting in clients' best interests. The staff is described as experienced and attentive, translating complex financial concepts into accessible guidance for clients. In March 2022, Harris & Associates announced the launch of Cash Accumulation and Income, a private pension product.

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