Mary Harris, CFP®

Helping friends and clients make progress every day.

New to California in the mid-80s and a single mom of two young girls, I early recognized the need and importance of financial education for women. An evening UCLA career-direction class quickly confirmed the career I knew was right for me … becoming a Certified Financial Plannerprofessional. Four years later, I earned the CFP® certification while working with a boutique financial planning firm in Torrance. In 1992, I launched Harris Financial Advisors. Even today, nearly 25 years later, one key firm focus is assisting women in transition.

Navigating clients through the fast-paced financial crises of the 1990s and 2000s helped to earn client trust and build the firm from 2 to 15 employees, including today’s well-educated, credentialed, and seasoned personal wealth managers. Our commitment to employee education in a strict fiduciary environment has been the cornerstone of our success.

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I have the privilege of working alongside passionate professionals whose greatest reward is celebrating client successes they help to ensure.

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Credentials: Certified Financial Planner™

My Focus

Today, in my role as supervisor, mentor and coach, I provide a second set of eyes and ears on complicated client situations.  I take great pride in witnessing the passion for excellence in client care shared by all of our advisors.  In addition, this year I am part of a national group of female advisors participating in a Women’s Wealth Initiative which will explore and address financial aspects of a woman’s life.

Community Involvement

In-office educational programs have become a powerful way to extend our financial knowledge reach to our local community. As a firm, we support Torrance Memorial, HELP, Rotary, Caring House, the PV Art Center the PV Library District, and many others.

I Am Not Alone - Meet Your Team

E-mail us at hfa@harrisfinancial.net or Call us at (310) 791-3226.

Informed, Intelligent, Investments… Since 1992.