Evan understood the importance of good financial guidance from a young age. Having grown up watching the positive impact his father had on clients, it was only a matter of time until he joined him in the “family business.”
As a partner in the Emerging Wealth Division, Evan works with clients who are motivated to maximize their experiences while maintaining financial success by helping ensure that their actions are always in line with their goals.
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. Evan Harris is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC., Member SIPC, supervisory office 3003 Oak Rd. Ste 250 Walnut Creek, CA 94597 (925) 979-2300.
CA Insurance Lic.: #0K48714