Harris Rosenheim, CFP, AWMA - UBS Financial Services Inc.

Harris Rosenheim, a CERTIFIED FINANCIAL PLANNER and Accredited Wealth Management Advisor, is a financial advisor at UBS Financial Services Inc., specializing in comprehensive financial planning for business owners and multi-generational families. His expertise encompasses wealth building, legacy design, cash flow management, and retirement planning, alongside a strong focus on personalized client relationships and attention to detail.

With a B.A. in economics from Connecticut College, Harris brings a diverse background that includes academic fundraising and development. He is actively involved in community service, currently serving on several boards, while balancing his professional pursuits with interests in tennis, golf, skiing, and running in Boston's Back Bay.

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