Dirk Harris, Cfp®, Cfa Email and Phone Number

Welcome to my LinkedIn page! I'm Dirk, a Senior Vice President and Private Client Advisor at Bank of America Private bank in San Diego. I empower busy professionals and entrepreneurs to focus on their businesses, careers, or family time by ensuring their financial affairs are managed with expertise and care. My role is to provide financial peace of mind, allowing you to concentrate on what matters most. With over two decades in the financial sector, I guide affluent clients through complex wealth management challenges, including strategy development, educational support, and comprehensive plan implementation. My background as a Managing Director of a Private Client Group and Chief Investment Officer in a Single-Family Office has equipped me with a broad perspective on financial management, enhancing my ability to oversee financial planning, investment management, and credit optimization. I am dedicated to clients with a net worth of $25M to $100M+, who seek a seamless and personalized financial management experience through a multi-family office model. My goal is to forge lasting relationships, working collaboratively with clients and their advisors to foster financial growth and security. I hold dual B.S. degrees in microbiology and finance from Louisiana State University Honors College and am a certified CFP™ professional and CFA® charterholder. My involvement in various local and professional communities reflects my commitment to building networks that benefit my clients and collaborators alike.I am always open to connecting with individuals and families seeking comprehensive financial guidance, as well as other professionals who cater to a similar clientele. Let's explore how we can work together to achieve your financial goals and aspirations. *Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.