Zach Harris, Cfp®
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Zach Harris, Cfp® Email & Phone Number

Private Wealth | Business Owners | Executives | Entrepreneurs | Multigenerational Families | Family Engagement at Bernstein Private Wealth Management
Location: Houston, Texas, United States 3 work roles 2 schools
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Role
Private Wealth | Business Owners | Executives | Entrepreneurs | Multigenerational Families | Family Engagement
Location
Houston, Texas, United States
Company size

Who is Zach Harris, Cfp®? Overview

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Quick answer

Zach Harris, Cfp® is listed as Private Wealth | Business Owners | Executives | Entrepreneurs | Multigenerational Families | Family Engagement at Bernstein Private Wealth Management, a with 676 employees, based in Houston, Texas, United States. AeroLeads shows a matched LinkedIn profile for Zach Harris, Cfp®.

Zach Harris, Cfp® previously worked as Vice President at Bernstein Private Wealth Management and Project Manager at Daybreak Custom Homes. Zach Harris, Cfp® holds Glasscock School Of Continuing Studies, Certified Financial Planner™ Certification Education Program from Rice University.

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Email format at Bernstein Private Wealth Management

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Bernstein Private Wealth Management

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Profile bio

About Zach Harris, Cfp®

Bernstein Private Wealth Management serves as confidants to some of the world’s most astute investors, helping them solve complex challenges—ones that extend well beyond wealth management. With innovative research, sophisticated modeling, and cutting-edge investment solutions, we guide clients and communities to achieve a more meaningful future. Our advisors serve as dedicated fiduciary partners offering transparency, empathy, impactful insights, real-world experience, and a shared sense of purpose. Each client is supported by a team of specialists aligned with his or her values and needs. Together, we make clients’ dreams and destination and vision a reality, charting a course that reveals opportunities, forges deep alliances, and indelibly impacts the world they’ve made.

Current workplace

Zach Harris, Cfp®'s current company

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Bernstein Private Wealth Management
Bernstein Private Wealth Management
Private Wealth | Business Owners | Executives | Entrepreneurs | Multigenerational Families | Family Engagement
new york, new york, united states
Website
Employees
676
AeroLeads page
3 roles · 17 years

Zach Harris, Cfp® work experience

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Project Manager

Daybreak Custom Homes
2012 - 2014 ~2 yrs
Team & coworkers

Colleagues at Bernstein Private Wealth Management

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2 education records

Zach Harris, Cfp® education

Glasscock School Of Continuing Studies, Certified Financial Planner™ Certification Education Program

Bachelor Of Science, Industrial Distribution (Minor In Business)

Activities and Societies: One Army: Texas Aggie Men United (Philanthropy), Professional Association for Industrial Distribution

FAQ

Frequently asked questions about Zach Harris, Cfp®

Quick answers generated from the profile data available on this page.

What company does Zach Harris, Cfp® work for?

Zach Harris, Cfp® works for Bernstein Private Wealth Management.

What is Zach Harris, Cfp®'s role at Bernstein Private Wealth Management?

Zach Harris, Cfp® is listed as Private Wealth | Business Owners | Executives | Entrepreneurs | Multigenerational Families | Family Engagement at Bernstein Private Wealth Management.

Where is Zach Harris, Cfp® based?

Zach Harris, Cfp® is based in Houston, Texas, United States while working with Bernstein Private Wealth Management.

What companies has Zach Harris, Cfp® worked for?

Zach Harris, Cfp® has worked for Bernstein Private Wealth Management, Daybreak Custom Homes, and Sewell Automotive Companies.

Who are Zach Harris, Cfp®'s colleagues at Bernstein Private Wealth Management?

Zach Harris, Cfp®'s colleagues at Bernstein Private Wealth Management include Amanda Bohr, Zach Gardner, Caia, Carrie (Polen) Jenkins, Michael Heneghan, Cfa, Caia, and Sharon Lichtenstein Prolow, Cfa.

How can I contact Zach Harris, Cfp®?

You can use AeroLeads to view verified contact signals for Zach Harris, Cfp® at Bernstein Private Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Zach Harris, Cfp® attend?

Zach Harris, Cfp® holds Glasscock School Of Continuing Studies, Certified Financial Planner™ Certification Education Program from Rice University.

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