Our Journey

2006-2007 Daniel Harris enters the financial service industry, working for one of the largest wealth management groups in San Diego.  In the course of that job he is exposed to virtually every client transaction over a 15 year period and he learns what behavior makes clients millionaires from their investments and planning.

2010 

2009 Frustrated with fence sitting advice he sees advisers giving to his friends during the financial crisis of 2008, Daniel Harris founds D.R. Harris & Co. to help his friends get better investment advice during the financial crisis of 2008.

2011 

2012 Daniel Harris and his wife surpass $500,000 in net worth. 

2012 

2013 Daniel Harris and his wife surpass $800,000 in net worth.

2014 Daniel Harris and his wife surpass $900,000 in net worth.

2014 

2015 Daniel Harris and his wife surpass $1,000,000 in net worth.

*Disclousure: