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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.

An image of a cup of coffee sitting on top of a paper that shows a flow chart taking an idea from concept to success

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.

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