Investing. With A Plan.

Life doesn’t stand still, and neither should your financial plan. Whether you’re celebrating new opportunities or navigating unexpected challenges, we’ll be right there to help make adjustments as needed so you and your family always feel confident and supported.

Give us a call and let’s get started.

Sirivanh Harris, CFP ®, CMFC ®

LPL Financial Advisor, CERTIFIED FINANCIAL PLANNER® professional

408-963-4965

669-259-5922

s.harris@lpl.com

With over 20 years of experience in financial advising, I’ve had the privilege of helping individuals and small business owners navigate the complexities of building and protecting wealth. My approach is simple: listen closely,...

Kadin Malavey

Registered Client Service Associate

4089632856

ks.malavey@lpl.com

Kadin graduated from U.C Berkeley with a degree in Economics. He joined our team in 2024, as a Client Service Associate and Research Assistant.

Barb Stillwell

Administrative Assitant to Sirivanh Harris

408-963-2856

669-259-5922

b.stillwell@lpl.com

Barb acts as a non-registered associated person of LPL Financial, LLC. She is authorized to assist LPL Financial Advisors with LPL Financial, LLC with approved activities. She is prohibited from soliciting, creating a market or account...