Bank of America Private Client Advisor Dirk Harris

Services Offered

• Investment advice
• Financial planning
• Wealth management

About

Dirk Harris is a Private Client Advisor based in San Diego, California, providing tailored investment advice and strategies. He focuses on understanding clients' life goals, risk tolerance, time horizon, and liquidity needs to create personalized financial plans. As a Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®), Dirk offers comprehensive financial guidance. His practice serves individuals and families seeking to align their investments with their long-term objectives.

Reviews

Location

Business Information