Evan Harris, ChFC®, CCPS®

From a young age, my parents encouraged me to save the checks that came in my birthday cards. They even had a “company match,” where they’d contribute the same amount that I was willing to save — with no maximum! It became clear to me very early that good financial guidance was important. That, coupled with seeing the positive impact my dad made in the lives of his clients, all but guaranteed that I’d join him in the “family business” someday.

I love having the opportunity to work with people of all ages and circumstances. Having earned both the Chartered Financial Consultant (ChFC) and Certified College Planning Specialist (CCPS) designations, I help individuals and families create financial plans and investment strategies that guide them through life’s milestones, into retirement and beyond, helping to ensure that my clients can continue living the life they’ve earned.

I graduated from UC San Diego with a degree in history and a minor in economics. In 2019, I married my high school sweetheart after a “brief” 13-year courtship. We enjoy traveling the world, cooking gourmet meals together, and listening to vintage vinyl records, many of which I’ve “borrowed” from my parents. In 2023 we welcomed our first child, Stuart, who has seamlessly joined us in all of our favorite activities: below is our first trip to Cabo!