Meet Daniel R. Harris, Your Fiduciary Financial Advisor and D.R. Harris & Co.
Located in La Jolla, CA, D.R. Harris & Co. is a national, fee-only fiduciary financial advisory firm that specializes in serving physicians across the United States. Although we’re based in the greater San Diego area, we provide personalized, remote financial services tailored specifically to the unique needs of physicians—regardless of where you are.
​
Whether you're in Alaska, California, Maine, Florida, or anywhere in between, our expertise is just a phone call, email, or text away. Thanks to modern technology, we bring highly specialized financial advice to physicians in rural areas or regions where experienced financial advisors with specific expertise in physicians' needs may be scarce. From California to Washington to Maine and beyond, we have helped physicians in numerous states, providing the kind of personalized, physician-focused financial guidance that can be hard to find locally.
​
While we work with physicians in urban areas and mid-sized markets as well, our services are especially sought after in rural and underserved markets, where local industries may not support a large pool of specialized, physician-specific financial advisors. Our expertise helps fill that gap, offering tailored advice that allows physicians to manage their financial futures with confidence.
​
If your local market lacks advisors who understand the unique financial needs of physicians, or you simply haven’t found someone who’s a good fit for you, we would be honored to have an introductory conversation to discuss how we might be able to help. We’re passionate about helping physicians achieve their financial goals, no matter where you're located.
​
For what it's worth, I grew up in a somewhat rural medicine market, that became a mid-sized market over time, so I truly understand the challenges and opportunities that come with working in underserved areas.
Introduction to Daniel Harris
With over two decades of experience in financial advising and a rich educational background, Daniel R. Harris is dedicated to helping physicians and other professionals achieve long-term financial success. As the founder and principal of D.R. Harris & Co., a fee-only fiduciary financial advisory firm, Daniel has the expertise to offer tailored financial strategies that address the unique challenges faced by healthcare professionals.
​
Daniel's academic credentials are distinguished. He graduated Phi Beta Kappa and with Distinction from Stanford University in 2003, where he earned a B.A. and was awarded the President’s Award for Academic Excellence, given to only the top 150 students in his class. He further honed his expertise at the University of California Berkeley, where he earned his J.D. in 2006, focusing on tax law, real estate law, estate planning, insurance law, and more. Daniel was the winner of the American Jurisprudence Award in Real Estate Law at UC Berkeley which meant that he was the top student in that area of law. Daniel’s education laid the foundation for his ability to craft comprehensive, thoughtful, and tax-efficient financial strategies for his clients.
​
In addition to his academic achievements, Daniel’s professional career spans both legal and financial fields, offering a unique perspective when advising clients on complex financial matters. His work experience includes roles at the United States Attorney's Office, Pillsbury Winthrop Shaw Pittman, Merrill Lynch, which at the time when he worked there, was the largest full service wealth management firm in the US, as then finally at D.R. Harris & Co., where he has served as the owner and President since 2009.
​
In the course of his career Daniel has observed over $1 billion in securities transactions and gained a large amount of experience with a variety of issues that come up in the financial lives of physicians.
​
Why choose Daniel R. Harris as your financial advisor?
Daniel R. Harris’s broad academic and professional background offers you a unique blend of skills and knowledge. His education in both law and finance, combined with his real-world experience at leading firms, makes him an ideal partner for physicians looking to manage complex financial situations.
​
​
Key Benefits of Working with Daniel R. Harris:
​
-
Top-Tier Education and Credentials
Daniel's Phi Beta Kappa honors from Stanford and his J.D. from Berkeley, where he excelled in tax and estate planning, provide him with a deep understanding of complex financial and legal matters that directly benefit his clients. His rigorous academic background means he can navigate the intricacies of tax law, insurance, and estate planning—key areas that are crucial for physicians and high-net-worth individuals.
​
-
Proven Professional Experience
Daniel has built a career advising individuals on investment strategies and financial planning, including roles at Merrill Lynch and leading financial advisory firms. His experience in both the legal and financial fields enables him to offer a unique, holistic approach to managing wealth.
​
-
Fiduciary Responsibility and Integrity
As a fiduciary financial advisor, Daniel is legally bound to act in your best interest, or tell you when he is not doing so, providing peace of mind that the advice you receive is always unbiased and designed to maximize your financial well-being and put your interests first.
How Daniel Helps Physicians and Other Professionals Achieve Financial Success
Physicians face unique financial challenges, from managing student loans to maximizing tax efficiency and preparing for retirement. With Daniel’s expertise, you can rest assured that your financial plan is built to meet your specific needs and goals.
​
Our Key Services:
​
-
Retirement Planning
Daniel works with physicians at every stage of their careers, developing retirement strategies that ensure financial independence and a comfortable lifestyle after decades of hard work. His deep understanding of tax laws and investment products and strategies enables him to provide truly useful advice in regard to your savings and investments. Daniel is also capable of helping you convert a nest egg into an income stream over the long term and to set up your retirement in a way that can be helpful in achieving your goals.
​
-
Tax-Efficient Strategies
Daniel's legal training in tax law equips him to provide smart, effective tax strategies for minimizing tax liabilities, whether through tax-deferred investments or leveraging tax-smart strategies in your financial planning.
​
-
Comprehensive Wealth Management
Daniel provides a holistic wealth management approach, this means that we look at all aspects of your financial life when making investment recommendations. Important aspects include lifestyle, taxes, debt, estate planning, insurance and your other goals . His experience and expertise allow him to help you create a personalized, tax-efficient financial strategy and plan that aligns with your long-term goals.
Take the next step!
Whether you’re preparing for retirement, managing student loans, or simply optimizing your investments, Daniel R. Harris is here to guide you every step of the way. Leverage Daniel’s world-class education, extensive experience, and fiduciary responsibility to create a financial plan that works for you.
Schedule a free consultation today and start your journey toward financial peace of mind.