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 Planner™ professional. 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, 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 grow the firm from 2 to 14 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.
I have the privilege of working alongside passionate professionals whose greatest reward is celebrating client successes they help to ensure.
Credentials: CERTIFIED FINANCIAL PLANNER™
Contact me: firstname.lastname@example.org
310-791-3226 ext. 108
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, 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.
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, and many others.
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