David Harris-UBS Financial Services Inc
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David Harris-UBS Financial Services Inc is a wealth management and retirement planning firm located in San Diego, CA. Led by David Harris, a First Vice President and Senior Retirement Plan Consultant, the team is dedicated to helping clients create comprehensive financial plans that enable them to reach their financial goals. With a focus on small business owners, hardworking employees, and affluent individuals, David and his team provide prudent and conservative investment strategies, employee compensation packages, and wealth management strategies.
David Harris-UBS Financial Services Inc has been recognized as an industry leader, with David himself being named one of Barron's Top 1,000 Financial Advisors in 2009, 2010, and 2011. With a strong commitment to client satisfaction and community involvement, David cherishes spending time with his family and friends, enjoying the San Diego environment through activities such as playing at the beach with his kids, mountain biking the local trails and hills, and volunteering with different community organizations to help improve San Diego.
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