Tanner Lance Harris
Financial Advisor @Windes Wealth Management
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WORK HISTORY
Financial Advisor @Windes Wealth Management
Newport Beach, CA, US
EDUCATION
Chapman University
Finance/Leadership
Huntington Beach High School
AP and Honors Courses
ABOUT TANNER LANCE HARRIS
People skills are among my greatest strengths, and I take pride in being a collaborative team player and creative problem solver. As a results-driven Financial Advisor, I specialize in working with young professionals and growing families, helping them feel confident and informed through thoughtful, personalized financial planning. I simplify complex financial topics and provide clear guidance so clients can make smart decisions that support both their immediate needs and long-term goals. I’m passionate about building lasting relationships and being a trusted partner as clients navigate life’s milestones and financial growth.Tanner Lance Harris is a LPL Registered Representative and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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