Michael Harris (CFP®)

Michael Harris focuses in the
following client markets or areas of practice:

  • AUM
  • Baby Boomers
  • Business Owners
  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management

Planning Specialties

I am the owner and sole advisor with Blue Rock Financial Services, Inc., a Registered Investment Advisor licensed in Oregon and California, and serving clients in multiple states.  I provide investment guidance and financial oversight for my clients on a fee-only basis.

 

I graduated from California State University at Chico in 1986 with a Bachelor’s degree in Finance.  In 1997 I earned the Certified Trust and Financial Advisor designation, and in 2006 I earned the CERTIFIED FINANCIAL PLANNER certification.

In 2006 I opened my own firm to provide financial services to individuals and charitable organizations on a fee-only basis.  Prior to this I spent 13 years as a Vice President and Trust Officer with U.S. Bank. 

NAPFA Start Date

January 23, 2013

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This Office

16 N Riverside, Suite 202 Medford, OR 97501-0845 Phone: (541) 734-2224