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Brad B. Harris, AIF®

Brad B. Harris, AIF®

Managing Director - Retirement Planning | LPL Registered Representative

Brad Harris began his career as a financial advisor at Waddell and Reed, where he demonstrated exceptional expertise in the field. Seeking further knowledge and growth, Brad joined Perennial Financial Services and LPL Financial in early 2007, marking a significant milestone in his career.

Currently serving as the Managing Director of retirement planning, Brad specializes in crafting tailored retirement strategies for a diverse clientele, including corporations, business owners, entertainers, and athletes. His extensive knowledge and commitment to excellence are exemplified by his prestigious AIF® designation, which signifies his deep understanding of the Global Fiduciary Standard of Excellence and his application of this global standard in his practice.

Brad's expertise extends to his membership in LPL Financial's Retirement Plan Consulting Program (RPCP), enabling him to serve as a "fee for service" advisor for corporate retirement plans, foundations, endowments, and private trusts. His focus lies in maximizing corporate benefits, enhancing employee education and participation, and selecting optimal investment choices at the most competitive costs.

Born in Glendale, CA, Brad moved to Boise, Idaho with his family at the age of 10 and later graduated from Eagle High School in 1999. After his honorable service in the Navy stationed in Rhode Island, Brad pursued his passion for education at Antelope Valley Community College. There, he excelled as a baseball star under the guidance of Coach Jeffrey "Hackman" Leonard, a former San Francisco Giants and MLB outfielder with over ten years of experience. Brad completed his college journey at California Lutheran University in Thousand Oaks, California in 2003, earning his Masters in Business Administration with a focus on Financial Planning.

Beyond his professional pursuits, Brad is an active member of the Water Buffalo Club, a charitable organization dedicated to improving the lives of underserved and at-risk children in Los Angeles. Through grants, events, and support for youth programs, the WBC directly impacts smaller charities and contributes to the well-being of the community.

Brad currently resides in Woodland Hills, CA, with his wife Ashley, their daughter Isabel, two cats named Ollie and Kallie, and a yellow-crowned Amazon parrot named Ronnie. His specialties encompass comprehensive wealth management exclusively tailored for Ultra-High Net Worth and High Net Worth Business Owners, Entertainers, and Athletes, as well as his fiduciary work for Corporate Retirement Plans and Foundations.

Investment advice offered through Perennial Investment Advisors, LLC, a registered investment advisor.

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