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



Connect with me on LinkedIn


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

UBS Retirement Plan Consulting Services

Building an investment plan

Building an investment plan