Wealth Advisor
Scott Harris
As the founder of Oakmont Financial Group, Scott is dedicated to guiding clients through various financial landscapes with his expertise as an Accredited Investment Fiduciary (AIF®) and licensed investment advisor representative. Over the course of his career in financial planning and wealth management, he gained a great breadth and depth of experience, ultimately building Oakmont Financial Group into a trusted resource for tailored wealth management strategies.
Now, as Oakmont Financial Group embarks on a new chapter, Scott is confidently leading the firm through its transition with Larson Financial. This strategic move underscores Scott’s dedication to evolving alongside the industry to better serve clients. With Larson’s expansive range of services and shared commitment to empowering individuals, Scott looks forward to continuing Oakmont Financial Group’s tradition of providing personalized, hands-on service. Scott believes strong relationships are the foundation of both personal and financial success, and prides himself on being 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, allows him to provide understandable wealth management strategies customized to each client’s exclusive circumstance.
Scott’s commitment to the community is an integral part of his work and beliefs. Over the years, he’s hosted various events supporting local education, organized over a decade of support for local children’s charity drives, and was recognized by his peers for outstanding leadership and service with his charitable work.
Scott and his wife, Michelle, have been married for over 35 years. Together they have raised three daughters and are proud grandparents. 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 would love to share stories with you about his most recent catch.
Check the background of this investment professional on FINRA’s BrokerCheck.
Contact Info
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Oakmont Financial
6580 Oakmont Dr
suite b
Santa Rosa, CA 95409
United States -
Phone
(707) 539-5980