CA Insurance Lic. #0686309
Education: A.B. Political Science, Stanford University
Steve Harris joined MassMutual Silicon Valley in 1999 with over 20 years’ experience in both the investment company and insurance industries. Steve provides support to MMSV associates in the areas of investment management and financial planning. He is a practicing Wealth Management Advisor who believes that in today's complex world, both advisors and clients can benefit from a comprehensive approach to achieving financial objectives utilizing a combination of insurance, investments and advice.
Prior to joining MMSV, Steve was a manager and producer with Northwestern Mutual Life from 1985 to 1999. He was Marketing Director for Investment Transaction Corporation from 1983 to 1985, and a manager for Capital Preservation Fund in Palo Alto, CA, from 1980 to 1983.
Steve is a 1980 graduate of Stanford University, and holds the Chartered Life Underwriter and the Chartered Financial Consultant designations. He also holds the FINRA Series 7 (General Securities Representative), Series 24 (General Securities Principal), Series 53 (Municipal Securities Principal), and Series 65 (Uniform Investment Advisor Law Examination) registrations. Steve lives in Los Altos, California, with his wife and three children. He is a member of the National Association of Insurance and Financial Advisors.
Steve Harris is a registered principal of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC. Supervisory Office:3003 Oak Road, Suite 250, Walnut Creek, CA 94597, Phone: 925-979-2300.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies