ironsandestates-partner-Dave-Harris-DPH-Financial-Services

Dave Harris

Insurance & Financial Services

Insurance
Rancho Santa Fe
ironsandestates-partner-Dave-Harris-DPH-Financial-Services-logo-medium

DPH Financial Services, Inc was founded by Dave Harris in 2011. Dave was fortunate enough to have an industry titan as a mentor who helped develop his knowledge in this specific space.

Read Full Bio
View Articles

About

Dave Harris

DPH Financial Services, Inc was founded by Dave Harris in 2011. Dave was fortunate enough to have an industry titan as a mentor who helped develop his knowledge in this specific space.

Dave is dedicated to providing comprehensive, highly personalized insurance, retirement & estate planning services to individuals, families and businesses. He holds the highest standard of client service and knowledge of products to benefit his clients. He serves his clients by listening closely to their goals, objectives and concerns and working with them to develop a superior and comprehensive plan.

Dave maintains the highest level of knowledge and expertise through ongoing continuing education and frequent attendance at nationally recognized conferences on the most current information regarding planning techniques, advanced planning concepts, strategies and changes in the tax laws, all relative to Estate Planning.

Dave offers various forms of insurance to fund trusts, including premium-financed life insurance, and other financial planning and retirement income products. Our planning is designed to protect clients and their children and grandchildren from a second and possibly a third generation of Estate and Generation-Skipping Transfer taxes on all assets transferred to heirs.

In 2021, DPH Financial Services became an owner firm of Lion Street, Inc., a leading national financial services company owned by fiercely independent financial advisors. Lion Street comprises an elite network of firms who specialize in financial solutions for high-net-worth individuals, family offices, business owners, and corporate clients.

Dave is a Qualifying Member of Million Dollar Round Table, a member of Top of the Table and Court of the Table, the Premier Association of Financial Professionals.

Recent

Articles

Maximizing Retirement Benefits: A Business Owner's Guide to …

Maximizing Retirement Benefits: A Business Owner's Guide to …

In retirement planning and business succession, defined benefit pension plans are pivotal tools for securing your financial future…

Don’t Let This Planning Opportunity Pass You By: …

Don’t Let This Planning Opportunity Pass You By: …

The federal estate and gift tax exemption permits individuals to transfer a certain amount of property or assets…

Maximizing Your Legacy: Navigating Estate Tax Exemption Changes …

Maximizing Your Legacy: Navigating Estate Tax Exemption Changes …

Preparing for the future is more than just a financial exercise; it's about securing your legacy and ensuring…

Country Clubs

View Country Clubs

Explore Golf Community Homes

Use our local guides to explore market trends, new listings, schools, and top businesses within the areas that interest you.

Read Our Client Success Stories.

Nothing makes us happier than seeing our client's fully realize their real estate goals.

"It was a no brainer working with AJ Powers. I liked him when we bought our home, and immediately reached out to him when we sold our home! Thank you so much for everything!"
"AJ Powers sold my home way over asking price in less than a week, in the middle of the pandemic! He went over and beyond to help me out personally. In my opinion, he/she is the best realtor to deal
"My wife & I have moved 7 times in the last 30 years. We've dealt with many realtors but I have to say that AJ puts the rest to shame. If you are buying or selling a home, do yourselves a favor and hir