Benefit from our insights Advice made stronger with the right partner

David Harris

Vice President - Wealth Management
Financial Advisor
Chartered Retirement Plans Specialist (CRPS®)
Senior Retirement Plan Consultant

phone

619-557-4899
800-821-4492



phone

855-588-6593







address

600 West Broadway
Suite 2100
San Diego, CA 92101



With today's retirement plan landscape marked by ongoing change, it all adds up to a greater focus on fiduciary responsibility and new management challenges for plan sponsors.

I take a collaborative approach to helping you address these challenges. And, working together, I can chart a path to help you manage plan complexity. I am on the front lines of the new retirement, and I stand ready to help you and your participants meet the challenges of today's world.



Insights

 
 

 

 

 

 
 

 

 

 

UBS Retirement Plan Consulting Services

Building an investment plan