Shepard Harris - UBS Financial Services Inc.

Services Offered

• Financial Planning
• Investment Management
• Retirement Planning
• Wealth Management

About

Shepard Harris is a financial advisor based in San Francisco, California, providing financial planning and investment management services to clients in the area. He specializes in helping individuals and families navigate their financial goals through tailored strategies. As part of UBS Financial Services, Shepard offers a range of services including retirement planning, wealth management, and investment guidance. His practice focuses on delivering personalized financial advice to help clients achieve long-term financial success.

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Business Information