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Evan Harris
Partner & Certified College Planning Specialist

As a partner in the Emerging Wealth Division, Evan works with clients who are motivated to maximize their experiences while maintaining financial success. Evan is also a Certified College Planning Specialist (CCPS), who uses his experience and expertise to help clients understand the financial aid process and, ultimately, create a comprehensive and coordinated plan for how to pay for a child’s education.

He graduated from UC San Diego with a degree in History and a Minor in Economics and holds a FINRA Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law) registrations.CA Insurance Lic.: #0K48714


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Financial Planning
Plan early for your child/children’s education expenses. Our advisors and experts are ready to help parents manage and plan their portfolio for the education expenses.

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