Sirivanh Harris

If you have never worked with a financial planner, or if you have had a bad experience with a financial planner in the past, make an appointment with Sirivanh Harris. She is able to review your current financial situation, help you formulate your financial goals, and work with you to set up an appropriate financial plan. I am approaching retirement age, and have worked wtih Sirivanh to target retirement savings. Part of that is determining the best time to start taking Social Security, which Sirivanh has helped me with.
If you are serious about saving, you will be pleased with the services of Sirivanh. Not only will you feel better about having your financial goals defined, your savings will be wisely invested and will grow over time. I highly recommend Sirivanh Harris.

I left my corporate job a few years ago along with the Life insurance policy that was provided for me. I sat down with Sirivanh and we determined on a great policy that I could grow into that didn’t expire like term Life insurance and left my family protected all at a reasonable price. In addition, our granddaughter was born earlier this year so we decided we wanted to start a investment account in her name. Sirivanh reviewed several options with us from both a tax, as well as a growth perspective. She was extremely thorough as we talked about how the investments might change over time to meet our goals. I have had several financial advisers over the last thirty years but none that I have felt more comfortable with than Sirivanh. Thanks for putting our priorities first.

We moved from Colorado and had to sell our house at a loss so buying a house in Silicon Valley where the prices are at least 3 times higher has been a challenge. Sirivanh has helped us understand exactly what we need to do, re-​working our budget and now we can finally purchase a new home and at the same time plan for our future retirement. She is financially savy, which you would expect, but what sets her apart is that she really takes the time to understand our goals and dreams and who we are. We have developed such a trust in her, we know she has our back and in this current economy a trusted advisor is crucial.

We are using Sirivanh to manage our retirement accounts and children’s 529 College Savings Plan. Sirivanh took the time to analyze our investment goals, risk tolerance, short and long term goals, and presented several options that she believed would help us accomplish our goal of financial independence. She has excellent product knowledge, and has a very low pressure approach in her dealings with us. The results have been outstanding. Her recommendations have performed far better than with our previous investment advisor. I highly recommend Sirivanh if you are looking for an honest, hard working investment advisor that definitely puts her clients first and delivers on her promises.