Harris Mandler dedicates himself to helping his clients reach their financial independence by working to achieve their financial goals.
Harris currently holds designations of CERTIFIED FINANCIAL PLANNER™ professional and CLU. He also holds FINRA Series 7, 63, 65, and 24 registrations, and an LHVA license. His intelligence and hard work have assisted many businesses and individuals with the financial planning process. His innovative strategies for retirement, investment and estate planning set him apart; he prides himself on superior service. He also offers life, health, disability and long term care insurance. Among his peers he is respected for honesty, integrity and professionalism.
Harris was born and raised in Miami, Florida. He earned his Bachelors of Science degree in Finance from the University of Florida cum laude and has been in the financial services industry since 2006. Harris is a member of the Financial Planning Association. He also serves as a Chair of the Emerging Leaders Committee and on the Membership Committee in the Tower Club in Fort Laudedale. Harris participates in many non profit organizations in South Florida and currently sits as vice chair of the Champions Group for Make a Wish South Florida.
Harris is committed to helping each client. Whether their needs are wealth management, insurance or estate planning, Harris can provide a customized and innovative strategies, tailored to fit each client's needs. He works with Equitable Advisors to provide size and strength to support his clients.
As a Regional Vice President at Equitable Advisors, Harris' mission is to attract individuals from a wide variety of backgrounds and experiences. He has built a successful wealth management group and is always looking to grow his team.
In his free time Harris enjoys fishing, boating and running outdoors. He has a large network of family and friends across South Florida.
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
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