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        Business LocationSan Diego, CA 92130
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        Live it. Love it. Protect It. Life Insurance

        General Info
        Dave Harris is the Founder & Principal of DPH Financial Services, In. An Insurance Services Corporation. Dave Harris specializes in life insurance strategies for ultra-affluent families and business owners across the country. Dave started his life insurance carrier in 2007 and since then has been dedicated to providing comprehensive, highly personalized planning services to his clients and their families. He serves his clients by listening closely to their goals, objectives and concerns and working in tandem with other trusted advisors to develop a superior and comprehensive plan for not only now, but generations to come. Highly regarded in the life insurance industry, Dave conducts insurance planning seminars to many of the top business managers, CPA’s, and financial advisors throughout the country. He is also a regular contributor to local and national radio & TV shows. Dave is a member of Million Dollar Round Table & Top of the Table, the Premier Association of Financial Professionals. He is also an active member of the National Association of Insurance & Financial Advisors (NAIFA). Dave sits on numerous local boards is very active in various nonprofit organizations and helps fundraise on an annual basis. Scott Heinila attended California State University, Long Beach studying Business Administration with an emphasis in Finance. Scott started his insurance career in 2001 dedicating his time to assisting financial Brokers and their clients within the three facets of Protective Portfolio Planning – annuities, life insurance, and long-term care insurance. Scott currently is the President of PCC Consulting, a wholesale insurance distributor and marketing firm. He is also the President and Founder of Prism Wealth Preservation, a professional financial & insurance services firm specializing in working with retirees and business owners. As an expert in the industry with 16+ years of experience, Scott conducts numerous insurance and financial planning seminars to Brokers throughout the year. Scott is an active member of the National Association of Insurance & Financial Advisors (NAIFA). He maintains the RICP (Retirement Income Certified Professional) designation through the American College.
        Services/Products
        Life Insurance. No Medical Exam Life Insurance
        Location
        Serving the entire United States
        Categories
        Life Insurance, Insurance

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        DH
        Dave H.

        06/28/2017

        Overall
        Expertise
        Professionalism

        I was able to get a quick quote online with some basic information. A licensed agent followed up with me and was able to help me custom tailor a plan to my exact needs. Outstanding customer service made the process painless.

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        Details

        Address: San Diego, CA 92130