Paul Harris Financial


In 1981, Paul A. Harris started what has grown to "Paul Harris Financial." We help individuals, families, and businesses focus on protection and long-term wealth strategies leveraging the power of earned income in the early years. Financial decisions made in the early stages tend to have the greatest impact on your financial wealth creation future. We strive to get your money to work harder for you. The services we offer assist you in your personal finance decisions. We offer a full array of financial products and services that, as part of your overall financial strategy, can help you achieve your goals.

Our Philosophy


At Paul Harris Financial, we help clients to be clear and excited about their personal future, thus enabling them to make strategic decisions with their finances that are crucial to their future well-being and peace of mind.

Our Team


Paul A. Harris, CLU, ChFC, CASL - President

Paul A. Harris, CLU, ChFC, CASL - President


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.

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Audrey Branchetti

Audrey Branchetti - Administrative Assistant


Audrey Branchetti, Administrative Assistant. 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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CONTACT Paul Harris Financial


We know that our clients and prospects have multiple options and preferences for connecting. Accordingly, please find below a variety of ways to connect with one of our Capital Cities colleagues.

 

 

Address


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

Phone


Office: 239.939.5131
Fax: 239.939.2516

Online


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Website: www.paulharrisfinancial.com