Christian Harris
As a CERTIFIED FINANCIAL PLANNER ®, Christian knows the peace of mind a sound financial plan can provide and believes such plans are best built on the bedrock of genuine relationships with his clients. Previously, Christian was an advisor to high net-worth families at a boutique firm in Scottsdale, Arizona. There he managed clients’ investments and coordinated strategies for their insurance, tax, and estate planning needs, all while striving to provide a ‘white-glove’ client experience. He was inspired to share that same high-quality service with a wider audience and has since made it his mission to provide all types of families with the attention and care they deserve from the advisor so deeply entrusted to steward their finances.
Christian’s areas of expertise include financial planning, retirement planning, investment management, and charitable planning. He finds a tremendous amount of fulfillment in helping his clients experience lasting peace of mind and considers himself blessed to be able to do so every day through his work.
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