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David Harris
Life Insurance/Estate & Business Succession Planning/Wealth Transfer & Asset Protection Strategies/Relationship Builder
David P. Harris is a Director on the Board of First Pacific Bank, having joined the First Pacific Bancorp's Board in 2022.12 He brings significant financial expertise and experience to his role at the bank.
Professional Background
Harris is the President of DPH Financial Services, Inc., an elite independent life insurance and estate planning firm he founded in 2011.1 His firm specializes in providing comprehensive and highly personalized insurance, retirement, and estate planning services to ultra-affluent individuals and families, including athletes, entertainers, executives, entrepreneurs, and business owners.1
Qualifications and Memberships
David P. Harris is a qualifying member of the Million Dollar Round Table, as well as a member of Top of the Table and Court of the Table, which are premier associations for financial professionals.13 These memberships indicate his high level of expertise and success in the financial services industry.
Education
He holds a bachelor's degree from San Diego State University.1
Other Board Positions
In addition to his role at First Pacific Bank, Harris also serves on the board of Friendly Hills Bancorp.45 This demonstrates his broader involvement in the banking sector and his expertise in financial governance.
David P. Harris's extensive experience in financial services, particularly in serving high-net-worth clients, along with his board positions, make him a valuable asset to First Pacific Bank's leadership team.