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Harris G. Mandler, CFP®, CLU®

Harris G. Mandler, CFP®, CLU®

Regional Vice President

(954) 356-5505

(954) 356-5500

Harris.Mandler@equitable.com

As the Regional Vice President and a CERTIFIED FINANCIAL PLANNER™ professional at Equitable Advisors, my primary responsibilities revolve around helping clients achieve financial success and independence. I also focus on attracting talent, mentoring, and coaching both new and experienced advisors as they expand their practice. With over 18 years of experience in the financial services industry, I focus on holistic financial planning, working with clients to plan for their goals and figure out the best path to achieve them.

Before joining Equitable Advisors, I worked at Voya Financial Advisors. I have obtained several professional certifications, including the Series 7, Series 63/65, CFP, and CLU. I am proud to hold a certificate from the Wharton School of Business as a Retirement Planning Specialist and recently became a Certified Holistic Financial Coach from Columbia University in 2023.

I am passionate about helping people and seeing both clients and team members become the best version of themselves. My business excites me because every day is different, and I have the opportunity to meet with a variety of individuals throughout the week. I thrive on motivating people to take action on their goals and enjoy seeing my clients achieve milestones, whether it's buying a new house, having a child, selling a business, or retiring with enough money to live the lifestyle they desire. I believe that the greatest values I can provide for my clients are comprehensive knowledge and honest, unbiased, independent advice. 

Currently, I live in my hometown of Miami with my wife, Stephanie, and our daughter, Ziyah. On a personal note, I survived stage 2 colorectal cancer in 2022. This experience completely changed my perspective on how I spend my time and the impact of proper financial planning. I was relieved to know that I had done my own planning correctly and that my family would be taken care of financially if something were to happen to me. This experience also taught me the importance of gratitude and spending as much time as possible with friends and family, as life can change in an instant.

Outside of work, I am actively involved in several organizations, including the Board of Governors of Tower Club Fort Lauderdale, Make-A-Wish Foundation, and the Fort Lauderdale Chamber of Commerce as a Trustee member. I am dedicated to ensuring that these organizations continue to deliver value and elevate business and business owners in Fort Lauderdale. In my free time, I enjoy playing various sports such as tennis, basketball, and golf. I am an avid fan of all Miami team sports. Additionally, I like to run, work out, and spend quality time with my family and friends.

CERTIFIED FINANCIAL PLANNERTM professional 

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.