Steve Harris

President & CEO at Harris Private Wealth Management and Insurance Solutions, Inc - , California, United States

Hank CFP

Senior Vice President, Wealth Management

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Jessica Poulson

Client Service Administrator

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Hank Scherf

Senior Vice President, Wealth Management

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Muna Naser

Operations Manager

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HQ
Location
San Jose,California,United States
Company
Harris Private Wealth Management and Insurance Solutions, Inc
Steve Harris's Company Details
Harris Private Wealth Management and Insurance Solutions, Inc logo, Harris Private Wealth Management and Insurance Solutions, Inc contact details

Harris Private Wealth Management and Insurance Solutions, Inc

, California, United States • 1 - 10 Employees
Financial Services

Harris Private Wealth was founded by Steve Harris, a financial advisor with over 35 years of experience in the financial services industry. Combining the disciplines of investment consulting, advanced planning and relationship management, we focus on protecting, preserving, and growing family wealth. We help you navigate the complexities of family dynamics and financial responsibility. Each client is unique and we get to know you like a member of the family. Working with our team gives you clarity and peace of mind, allowing you to focus on what is most important to you.Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Supervisory office 3003 Oak Road, Suite 250, Walnut Creek, CA 94597. Phone: 927-979-2300. Harris Private Wealth Management & Insurance Solutions is not a subsidiary or affiliate of MML Investors Services, LLC. or its affiliated companies.

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Steve Harris currently works for Harris Private Wealth.
Steve Harris's role at Harris Private Wealth is President & CEO.
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Steve Harris works in the Financial Services industry.
Steve Harris's colleagues at Harris Private Wealth Management and Insurance Solutions, Inc are Hank CFP, Jessica Poulson, Hank Scherf, Chris Lewis, Muna Naser, Evan Harris and others.
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