Dave Harris is a Financial Professional at PS&G Financial Partners and founder of DPH Financial Services, Inc, one of the country’s elite independent life insurance and estate planning firms serving ultra-affluent individuals and families, including athletes, entertainers, executives, entrepreneurs, and business owners.
Dave is dedicated to providing comprehensive, highly personalized insurance, retirement & estate planning services to individuals, families, and businesses. He serves his clients by listening closely to their goals, objectives, and concerns and working with them to develop a superior and comprehensive plan.
Dave maintains the highest level of knowledge and expertise through ongoing continuing education and frequent attendance at nationally recognized conferences on the most current information regarding planning techniques, advanced planning concepts, strategies, and changes in the tax laws, all relative to Estate Planning.
Dave is a Qualifying Member of Million Dollar Round Table, a member of Top of the Table and Court of the Table, and the Premier Association of Financial Professionals.
Dave was born and raised in Southern California and enjoys outdoor sports, including golfing, snowboarding, mountain biking, and traveling to new places. He also enjoys spending time with his wife, Stacy, his three kids, Sloan, Jakob & Benjamin, and their dog Bear.