Cfp Stephanie Harris Cdfa Email & Phone Number | Stephanie has significant experience in personal, comprehensive financial planning and investment services to corporate executives, small business owners, high net-worth individuals and families. Her analytical background and practical experience make her qualified to work with clients on both simple and complex investment challenges that strive to achieve a valid and balanced financial plan. Her background includes director, Padgett Financial Services of San Antonio; manager, PricewaterhouseCoopers, Houston; and consultant, Watson Wyatt Worldwide, Dallas. She is a CERTIFIED FINANCIAL PLANNER professional (CFP) and a Certified Divorce Financial Analyst (CDFA) with a Bachelor of Science degree in applied mathematical sciences from Texas A&M University. She is a Financial Advisor with Raymond James Financial Services and also has her Series 7, 9, 10 and 66 Securities License. Specialties: Financial Planning, Investment Management, Small Business Solutions Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER, CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Cfp Stephanie Harris Cdfa

Stephanie has significant experience in personal, comprehensive financial planning and investment se...
9601 Mcallister Freeway, San Antonio, United States

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Cfp Stephanie Harris Cdfa’s Email stephanie.cdfa@raymondjames.com

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Cfp Stephanie Harris Cdfa’s Location 9601 Mcallister Freeway, San Antonio, United States

Cfp Stephanie Harris Cdfa’s Current Industry S Harris Financial Raymond James Financial Services

Cfp Stephanie Harris Cdfa’s Prior Industry Padgett Financial Services | Pricewaterhousecoopers | Watson Wyatt Worldwide

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Work Experience

S Harris Financial

Owner

2010-02-01T00:00:00.000Z - Present

Raymond James Financial Services

Owner - S. Harris Financial Group/Branch Manager - RJFS

2002-02-01T00:00:00.000Z - Present

Padgett Financial Services

Director

2002-01-01T00:00:00.000Z - 2010-01-01T00:00:00.000Z

Pricewaterhousecoopers

Manager, Personal Financial Services

1997-10-01T00:00:00.000Z - 2002-04-01T00:00:00.000Z

Watson Wyatt Worldwide

Actuarial Analyst

1996-01-01T00:00:00.000Z - 1997-10-01T00:00:00.000Z

Skills

No Skills Available

Languages

No Languages Available

FAQ About Cfp Stephanie Harris Cdfa

Cfp Stephanie Harris Cdfa is located at
9601 Mcallister Freeway, San Antonio, United States

Cfp Stephanie Harris Cdfa is a Stephanie has significant experience in personal, comprehensive financial planning and investment services to corporate executives, small business owners, high net-worth individuals and families. Her analytical background and practical experience make her qualified to work with clients on both simple and complex investment challenges that strive to achieve a valid and balanced financial plan. Her background includes director, Padgett Financial Services of San Antonio; manager, PricewaterhouseCoopers, Houston; and consultant, Watson Wyatt Worldwide, Dallas. She is a CERTIFIED FINANCIAL PLANNER professional (CFP) and a Certified Divorce Financial Analyst (CDFA) with a Bachelor of Science degree in applied mathematical sciences from Texas A&M University. She is a Financial Advisor with Raymond James Financial Services and also has her Series 7, 9, 10 and 66 Securities License. Specialties: Financial Planning, Investment Management, Small Business Solutions Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER, CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Cfp Stephanie Harris Cdfa currently works in the S Harris Financial | Raymond James Financial Services |

No Languages Available

Cfp Stephanie Harris Cdfa has prior
experience in the following industries:
Padgett Financial Services | Pricewaterhousecoopers | Watson Wyatt Worldwide

Cfp Stephanie Harris Cdfa has the following professional experience:
S Harris Financial | Raymond James Financial Services | Padgett Financial Services | Pricewaterhousecoopers | Watson Wyatt Worldwide