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@sharrisfinancial.com
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2 phones found area 210
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LinkedIn matched
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Stephanie Harris, Cfp®, Cdfa™ is listed as Owner, S. Harris Financial Group, LLC at S. Harris Financial Group, a company with 6 employees, based in San Antonio, Texas, United States. AeroLeads shows a work email signal at sharrisfinancial.com, phone signal with area code 210, and a matched LinkedIn profile for Stephanie Harris, Cfp®, Cdfa™.
Stephanie Harris, Cfp®, Cdfa™ previously worked as Owner at S. Harris Financial Group and Owner - S. Harris Financial Group/Branch Manager - RJFS at Raymond James Financial Services, Inc.. Stephanie Harris, Cfp®, Cdfa™ holds Bs, Applied Mathematical Sciences from Texas A&M University.
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AeroLeads found 1 current-domain work email signal for Stephanie Harris, Cfp®, Cdfa™. Compare company email patterns before reaching out.
Stephanie has significant experience in personal, comprehensive financial planning and investment services to corporate executives, small business owners, high net-worth individuals and families. Her analytical background and practical experience make her qualified to work with clients on both simple and complex investment challenges that strive to achieve a valid and balanced financial plan. Her background includes director, Padgett Financial Services of San Antonio; manager, PricewaterhouseCoopers, Houston; and consultant, Watson Wyatt Worldwide, Dallas. She is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and a Certified Divorce Financial Analyst™ (CDFA™) with a Bachelor of Science degree in applied mathematical sciences from Texas A&M University. She is a Financial Advisor with Raymond James Financial Services and also has her Series 7, 9, 10 and 66 Securities License.Specialties: Financial Planning, Investment Management, Small Business SolutionsCertified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Listed skills include Investments, Finance, Financial Planning, Strategic Planning, and 11 others.
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United States
At S. Harris Financial Group, our team takes a holistic approach to help individuals and families define and build legacies by aligning financial assets with family goals and values. In doing so, we prepare our clients for expected and unexpected events in life. We have a personal call to action; we have lived and breathed our own advice. We have.
United States
S. Harris Financial Group, LLC, An Independent Registered Investment Advisor that offers securities through Raymond James Financial Services Inc., Member FINRA/SIPC. S. Harris Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through S. Harris Financial Group.For.
Other employees you can reach at sharrisfinancial.com. View company contacts for 6 employees →
Kyleigh Peters
Colleague at S. Harris Financial GroupBulverde, Texas, United States, United States
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James Right
Colleague at S. Harris Financial GroupLondon, England, United Kingdom, United Kingdom
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Cole Mccool
Colleague at S. Harris Financial GroupSan Antonio, Texas, United States, United States
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Daniel King
Colleague at S. Harris Financial GroupSan Antonio, Texas, United States, United States
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Mitchell Byrum, Cfp®
Colleague at S. Harris Financial GroupSan Antonio, Texas, United States, United States
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Quick answers generated from the profile data available on this page.
Stephanie Harris, Cfp®, Cdfa™ works for S. Harris Financial Group.
Stephanie Harris, Cfp®, Cdfa™ is listed as Owner, S. Harris Financial Group, LLC at S. Harris Financial Group.
AeroLeads has found 1 work email signal at @sharrisfinancial.com for Stephanie Harris, Cfp®, Cdfa™ at S. Harris Financial Group.
AeroLeads has found 2 phone signal(s) with area code 210 for Stephanie Harris, Cfp®, Cdfa™ at S. Harris Financial Group.
Stephanie Harris, Cfp®, Cdfa™ is based in San Antonio, Texas, United States while working with S. Harris Financial Group.
Stephanie Harris, Cfp®, Cdfa™ has worked for S. Harris Financial Group, Raymond James Financial Services, Inc., Padgett Financial Services, Llc, Pricewaterhousecoopers, and Watson Wyatt Worldwide.
Stephanie Harris, Cfp®, Cdfa™'s colleagues at S. Harris Financial Group include Kyleigh Peters, James Right, Cole Mccool, Daniel King, and Mitchell Byrum, Cfp®.
You can use AeroLeads to view verified contact signals for Stephanie Harris, Cfp®, Cdfa™ at S. Harris Financial Group, including work email, phone, and LinkedIn data when available.
Stephanie Harris, Cfp®, Cdfa™ holds Bs, Applied Mathematical Sciences from Texas A&M University.
Stephanie Harris, Cfp®, Cdfa™ is listed with skills including Investments, Finance, Financial Planning, Strategic Planning, Management, Financial Advisory, Financial Services, and Securities.
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