Team Members

Wesley Yamada

Paul A. Harris, CLU, ChFC, CASL

President

paul@paulharrisfinancial.com

239-939-5131 x 21

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In 1981, Paul A. Harris started what has grown to “Paul Harris Financial.” His clients are successful individuals, families, professionals and business owners.
After graduating from Florida State University in 1980 with a business degree in marketing, he worked as a Pension Administrator, Life Insurance Sales and Business Owner. In 1986 he received the Chartered Life Underwriter (CLU) designation and later earned the Chartered Financial Consultant designation (ChFC). Most recently Paul has also added the Chartered Advisor for Senior Living (CASL) designation to his impressive list of accomplishments. He has his Life, Health, Variable Annuity Licenses and Security Licenses 6, 22 & 63.
Paul married Suzanne in 1983. They have two children, Ryan and Ashley.

 

audery

Audrey Branchetti

Administrative Assistant

audrey@paulharrisfinancial.com

phone: 239-939-5131

fax: 239-939-2516

 

Audrey Branchetti has been in the Fort Myers/Cape Coral area since 1992 and has worked in the area of group health insurance and customer service from both the carrier and broker side. She is life and health licensed. She was nominated for the Elaine McLaughlin Outstanding Service Award and voted as Employee of the Month by Lehigh Acres Chamber of Commerce. She is married to Vince Branchetti, has two sons and two grandsons.

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paulharrisfinancial.com

4560 Via Royale Suite 4B Fort Myers, FL 33919-1076

Registered Representative of and securities offered through Triad Advisors, LLC., Member FINRA, SIPC, 4560 Via Royale Suite 4B Fort Myers, FL 33919-1076, 239.939.5131. Triad Advisors, LLC. a Registered Investment Advisor. Capital Cities Investments and Paul Harris Financial are not affiliates of Triad Advisors, LLC and is not a broker dealer or Registered Investment Advisor.

Paul Harris is licensed and authorized to conduct life insurance business in Florida.  He is also licensed and authorized to conduct securities related business in Florida.  This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.

 

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