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Wednesday, Feb 21, 2024

Leaders of Influence: Wealth Managers 2023 – Brad Harris

Custom Content by the Los Angeles Business Journal

BRAD HARRIS
Managing Director, Retirement Planning
Perennial Financial Services

Brad Harris is the managing director of retirement planning, specializing in customized retirement strategies for orporations, business owners, entertainers and athletes. He holds the prestigious AIF designation, which represents a person’s knowledge of a Global Fiduciary Standard of Excellence and their application of the global standard into their own practice. He is also a member of LPL Financial’s Retirement Plan Consulting Program allowing him to act as a “fee for service” advisor for corporate retirement plans, foundations, endowments and private trusts. He specializes in helping maximize corporate benefits, employee education and participation while pursuing the best investment choices at the lowest costs.

Outside of the office, Harris is a member of the Water Buffalo Club, a charitable organization “…dedicated to fostering the well-being of underserved and at-risk children in Los Angeles through its members’ commitment of their time and financial resources.”

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