Meet Dave Harris of DPH Financial Services

Today we’d like to introduce you to Dave Harris.

Hi Dave, we’re thrilled to have a chance to learn your story today. So, before we get into specifics, maybe you can briefly walk us through how you got to where you are today?
SoCal born and raised. Husband and father of 3. 17 years in insurance. Growing a business to services San Diego, SoCal and beyond.

I’m sure it wasn’t obstacle-free, but would you say the journey has been fairly smooth so far?
Far from smooth. Various tax law changes, industry product changes, interest rates, etc. The industry is always changing. Always looking for new relationships and prospects.

Thanks for sharing that. So, maybe next you can tell us a bit more about your business?
DPH Financial Services, Inc is one of the country’s elite independent life insurance and estate planning firms serving ultra-affluent individuals and families, including athletes, entertainers, executives, entrepreneurs and business owners. We are often brought into the nation’s leading law & accounting firms to ensure their clients receive the best care relating to their wealth protection and wealth transfer planning. Our philosophy revolves around trust, transparency, professionalism, relationships and cutting edge knowledge. ​
Utilizing a team-based approach, provides each client with individual consideration.

Working relationships with estate planning attorneys, accountants, business managers, bankers and investment advisors help to ensure that the insurance planning fits seamlessly into the overall financial plan.

Relationships with over 60 life insurance carriers, provides our clients with the ability to obtain optimal pricing with the most stable and reputable carriers in the industry.
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Do you have any advice for those just starting out?
Show up. Stay hungry. Build multiple revenue streams. Be a good human and good things will come your way.

Contact Info:

• Website: www.dphfinancialservices.com
• Linkedin: https://www.linkedin.com/in/david-harris-27140721?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app