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Our Team

David L. Harris, PhD, ChFC, CFP®

President, Founder & Lead Advisor

(310) 318-3700

dave@harrisadvisory.com

Dave founded Harris & Associates in 1992 and has provided elite clientele with his valuable experience and broad-based expertise in investment management, estate planning and executive benefits for over 25 years. Dave has completed the...

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Kathy Epding

Operations Manager

(310) 318-3700

kathy@harrisadvisory.com

Kathy joined Harris & Associates in 1999 and has been paramount to the efficiency and success of the firm. Kathy makes sure the firm responds to client needs and requests. In addition to directing all back office duties, Kathy...
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Kent & Tyler Caldwell

Health Insurance and Medicare Advisor, Caldwell Insurance

(310) 798-3235

kcinsure@verizon.net

Kent Caldwell is a Health Insurance and Medicare Advisor. Kent is a third generation insurance agent as his father and grandfather were in the Property and Casualty insurance business. For the past 25 years Kent has been President of...

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