Mary Harris, CFP®

California State Icon South Bay, California
Senior Wealth Advisor
CERTIFIED FINANCIAL PLANNER™
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About Mary

Mary Harris is a senior wealth advisor with EP Wealth Advisors. Mary believes that successful wealth management is the perfect marriage of skilled financial problem solving and human caring and kindness for one another. During her career, Mary has especially enjoyed working with women in transition, as she can personally relate with many of their life changing situations. Mary is originally from Colorado, graduated from the University of Colorado at Boulder, and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Before joining EP Wealth, Mary served as founder and president of Harris Financial Advisors, Inc. During her 28 years of leading that firm, she was responsible for all facets of running a complex, growing business focusing on investment portfolios and advanced financial planning. She is currently active on three foundation boards and is a member of the Torrance Memorial Board of Trustees. In her spare time, she looks forward to enjoying more of her favorite “Gs” – Grandkids, Golf and Gardening.

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Education

University of Colorado

How can Mary help?

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Mary works in our South Bay office in California, see their office information here.
South Bay Office

Financial Tip

My mission is to provide women with the knowledge and resources needed to meet life’s challenges.