Tanner Harris

As a Financial Advisor, I am passionate about helping individuals, families, and business owners make informed financial decisions and pursue the goals that matter most to them. I believe that meaningful financial planning begins with understanding each client's unique circumstances, values, and aspirations.

I graduated from Chapman University with a degree in Business Administration and an emphasis in Finance. I hold the Certified Divorce Financial Analyst® (CDFA®) designation, as well as the FINRA Series 7 and Series 66 registrations. My background allows me to provide thoughtful guidance across a variety of financial situations, including wealth accumulation, retirement planning, and life transitions.

What inspired me to pursue a career in financial advising was the opportunity to make a positive impact in people's lives. I enjoy helping clients navigate complex financial decisions, simplify uncertainty, and develop strategies designed to support their long-term objectives. Building trusted relationships and serving as a resource through every stage of life is one of the most rewarding aspects of my work.

Outside of the office, I enjoy staying active through tennis and pickleball, participating in local community initiatives, and continuously expanding my knowledge of financial markets and personal finance.

My goal is simple: to provide personalized guidance, exceptional service, and a trusted partnership that helps clients move forward with confidence.