Harris & Associates

Specialties

Harris & Associates is an independent investment advisory firm with specialties in personal finances, investment management, executive benefits and estate planning. Since 1992, we have been privileged to provide our clients with sound advice and exceptional strategies to help them achieve their financial goals.

Harris & Associates specializes in:

* Comprehensive Financial Planning

* Retirement & Investment Advice

* Fee-​Based Portfolio Management

* Estate Planning

* Business Advisory & Executive Benefits Consulting

We have a culture that is grounded in ethics and are focused on delivering a fiduciary standard of service to all our clients. When you work with Harris & Associates, you will always get our best advice, free from the conflicts of interest.

History

Established in 1997.

For over twenty years, Harris & Associates has 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.

With Dr. Harris’s unique background in both Ethics and Personal Finance, Harris & Associates is uniquely positioned to produce both sophisticated and ethical financial advice and guidance to all our clients. We go out of our way to make sure every word and action is always in the client’s best interest.

We would be delighted for you to come visit us today so that we can strive to help make your dreams come true.

Meet the Business Owner

David H.

Business Owner

David L. Harris, Ph.D., ChFC, CFP® is President and founder of Harris & Associates, a Registered Investment Advisor, specializing in wealth management, personal retirement and estate plans, individual financial plans as well as the design of executive benefit plans and investment strategies for business.

Mr. Harris has earned the Chartered Financial Consultant (ChFC) and Certified Financial Planner (CFP) designations. He has a B.A. from Southern California College, a Master’s degree from Princeton, as well as another Master’s degree and a Doctoral degree in Ethics, Economics and Public Policy from the University of Chicago.

Dave has also taught courses in financial planning and retirement planning for the American College, and has given seminars in communication skills and estate planning throughout Southern California.