Sirivanh Harris, CFP ®, CMFC ®

With over 20 years of experience in the financial industry, I’ve had the privilege of helping individuals and small business owners navigate the complexities of investing and preserving wealth. My approach is simple: listen closely, understand what matters most, and design strategies that support each client’s unique goals. Over the years, I believe I have built a reputation for offering thoughtful, tailored guidance that empowers clients to pursue the financial future they deserve.

I specialize in personal financial planning, small business planning, retirement planning, investment management, and estate planning. No two clients are alike, which is why I believe financial planning should never be “one-size-fits-all.” Whether you’re preparing for retirement, growing your business, or looking to invest wisely, I combine industry expertise with a deep commitment to helping you feel confident in every decision.

Outside of work, I thrive on spending quality time with family and friends. I enjoy traveling and exploring new experiences, as well as volunteering in my local community to make a positive impact. These personal passions not only enrich my own life but also shape the perspective I bring to serving my clients.

For those I work with, I’m more than just a financial advisor—I’m a long-term partner who will walk alongside you through every stage of your financial journey.

^{*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.}