David Harris - UBS Financial Services Inc. in San Diego, CA is a team of professional Retirement Plan Consultants who are dedicated to helping retirement plan sponsors and participants navigate the complexities of a changing regulatory environment and make the most of their benefits. With a focus on small business owners, hardworking employees, and affluent individuals, David Harris offers comprehensive financial planning, conservative investment strategies, and wealth management services. Recognized as an industry leader, David has earned the Chartered Retirement Plans Specialist CRPS designation and has been listed as one of Barron's Top 1,000 Financial Advisors multiple times.
David Harris is passionate about protecting his clients' finances and helping them reach their financial goals. With experience guiding clients through past economic crises, David understands the importance of prudent and conservative investment strategies. In addition to his professional expertise, David cherishes spending time with his family and friends, enjoying the beautiful San Diego environment through activities such as playing at the beach with his kids, mountain biking the local trails and hills, and volunteering with community organizations to improve the city.
Generated from the website