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Scott Harris, AIF®

Scott holds the designation of Accredited Investment Fiduciary (AIF®) and is a licensed investment advisor representative. His work in the field of financial planning over the course of his career has provided him with great breadth and depth of experience. After years working for Edward Jones, he founded Oakmont Financial Group to assist clients through many diverse financial situations. Scott is a great listener who takes the time to understand the nuances of each family's circumstances. His approachable manner combined with his extensive experience with navigating the market over the years, allows him to provide understandable wealth management strategies that are customized to each client's exclusive circumstance.

Born and raised in Sonoma County, Scott is an active member of the community. From recent years hosting the Rincon Valley Annual Wii Fundraiser to being honored as the recipient of the Kenwood Education Foundation’s Big Heart Award for outstanding leadership and service (2013), Scott's commitment to the community is an integral part of his work and beliefs. Scott and his wife, Michelle, have been married for over 30 years. Together they have raised three daughters and have welcomed their newest addition recently with the birth of their first grandchild. All Harris family members remain avid San Francisco Giants fans! When Scott is not in the office, he is likely to be hitting the open water for some salmon fishing, and happy to share stories with you of his most recent catch.

Location:
6580 Oakmont Drive
Suite B
Santa Rosa, CA 95409

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Oakmont Financial Group | Santa Rosa, CA