A Bit About Us
DPH Financial Services, Inc is one of the country’s elite independent life insurance and estate planning firms serving ultra-affluent individuals and families, including athletes, entertainers, executives, entrepreneurs and business owners. We are often brought into the nation’s leading law & accounting firms to ensure their clients receive the best care relating to their wealth protection and wealth transfer planning. Our philosophy revolves around trust, transparency, professionalism, relationships and cutting edge knowledge. Utilizing a team-based approach, provides each client with individual consideration. Working relationships with estate planning attorneys, accountants, business managers, bankers and investment advisors help to ensure that the insurance planning fits seamlessly into the overall financial plan. Relationships with over 60 life insurance carriers, provides our clients with the ability to obtain optimal pricing with the most stable and reputable carriers in the industry.
DPH Financial Services, Inc was founded by Dave Harris in 2011. Dave was fortunate enough to have an industry titan as a mentor who helped develop his knowledge in this specific space.
Dave is dedicated to providing comprehensive, highly personalized insurance, retirement & estate planning services to individuals, families and businesses. He holds the highest standard of client service and knowledge of products to benefit his clients. He serves his clients by listening closely to their goals, objectives and concerns and working with them to develop a superior and comprehensive plan.
Dave maintains the highest level of knowledge and expertise through ongoing continuing education and frequent attendance at nationally recognized conferences on the most current information regarding planning techniques, advanced planning concepts, strategies and changes in the tax laws, all relative to Estate Planning.
Dave offers various forms of insurance to fund trusts, including premium-financed life insurance, and other financial planning and retirement income products. Our planning is designed to protect clients and their children and grandchildren from a second and possibly a third generation of Estate and Generation-Skipping Transfer taxes on all assets transferred to heirs.
In 2021, DPH Financial Services became an owner firm of Lion Street, Inc., a leading national financial services company owned by fiercely independent financial advisors. Lion Street comprises an elite network of firms who specialize in financial solutions for high-net-worth individuals, family offices, business owners, and corporate clients.
Dave is a Qualifying Member of Million Dollar Round Table, a member of Top of the Table and Court of the Table, the Premier Association of Financial Professionals.
Dave was born and raised in Southern California and enjoys outdoor sports including golfing, snowboarding, mountain biking and traveling to new places. He also enjoys spending time with his wife Stacy, his three kids Sloan, Jakob & Benjamin and their dog Bear.
We look forward to working with you and your family!
Meet the Team
Partnering with the Best in the Business
Vice President of Operations