Walnut Creek, California Office
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Harry serves as a financial advisor to all types of clients and families. He was inspired from an early age by watching his mother help families develop their estate plans through her law practice, which she ran until retiring at age 90. Harry joined EP Wealth Advisors in 2023.
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Before joining EP Wealth, Harry was involved in investment work with Quaker Oats, Bank of America and Marble Capital. Based on his experience, he offers this financial tip: “Think if you would rather eat well or sleep well.”
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Harry holds a B.S. in Engineering and an MBA in Finance/Quant Methods, both from Northwestern University. He is a Chartered Financial Analyst® (CFA®).
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Harry has a passion for sports, particularly skiing and tennis. His coaching achievements, notably turning around a struggling Little League team from the worst regular season record to a championship victory, demonstrates his dedication and leadership within the community. Harry enjoys being able to motivate clients beyond the baseball diamond to achieve their financial goals.
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