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 most extensive educational program required of a Financial Advisor, holding both his Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) designations. Furthermore, Dave earned a doctorate in Ethics & Society from the University of Chicago. Dave is guided by the belief that markets fluctuate, but integrity does not. With a background in ethics, Dave instills these same moral principles within the firm, striving to ensure our every word and action is always in the client's best interest. From the beginning, Harris & Associates has stood for honest and competent financial advice.
Dave currently lives in Manhattan Beach, California. He and his family are very involved in community activities and raising service dogs.