Moss & Yantis, CPA

Paul Harris is not just a financial advisor; he’s a seasoned navigator through the intricate world of finance, with over two decades of experience. His journey began in the heart of Florida, where he has spent his entire career, gaining invaluable insights into the financial needs of retirees and those planning for retirement.

With a genuine passion for listening to his clients’ stories, Paul thrives on being an integral part of their financial journey. He believes in simplifying the complexities of finance, making it accessible and understandable for everyone he serves. Whether it’s answering questions, providing guidance, or untangling financial knots, Paul is dedicated to helping his clients achieve their financial aspirations.

Fluent in both Spanish and English, Paul’s reach extends beyond borders, with clients spread across the United States. His multicultural background, honed during his time in Argentina with his church, enriches his ability to connect with and serve a diverse clientele.

Prior to his career in finance, Paul served as a chaplain for the Baltimore Orioles, demonstrating his exceptional interpersonal skills and innate ability to understand and relate to people from all walks of life.

As a trusted advisor at Freedom Financial Planners, Paul Harris embodies integrity, empathy, and expertise, ensuring that his clients not only reach their financial goals but also experience peace of mind along the way.


More About Paul:



  • He holds FINRA Series 7, 63, and 65 licenses. He also earned his B.A. from Calvary University and graduated from University of South Florida’s Personal Financial Planning program.
  • He enjoys scuba diving, sports cars, gardening rare hibiscus and having an active life with his wife. 
  • His favorite quote by Dave Ramsey is: “Act your wage!”. 

 

States Registered In: Alaska, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Michigan, Minnesota, New Hampshire, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Vermont, Virginia, West Virginia, Wisconsin.


Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Freedom Financial Planners are not affiliated.

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