As a member of the Board of Directors, Harris will help guide the policy and direction of the 900-member association that seeks to foster the value of financial planning and advance the profession within Massachusetts.
In his capacity as Membership Director, Harris will focus on growing the membership base for the FPA MA.
Harris’ experience in the financial planning industry spans 24 years; he is managing member of W. H. Cornerstone Investments, LLC, a registered investment advisory firm headquartered in Duxbury. Prior to co-founding W.H. Cornerstone in 1996, he worked for State Street Global Advisors.
Harris received his BS in Management from Daniel Webster College, an MBA from Suffolk University and is a Certified Financial Planner. In addition to membership in the FPA and FPA of MA, he also belongs to The National Association of Personal Financial Advisors (NAPFA).
Harris is a frequent lecturer on financial planning topics and has been quoted in numerous publications on financial topics ranging from portfolio diversification to real estate.
Harris and his wife and business partner Paula make their home in Duxbury, MA. He is an elected Commissioner on the Plymouth County Charter Commission. An avid fisherman, Harris is a member of the Plymouth Yacht Club.
“It is a pleasure to announce Bill as Membership Director of the Board,” said Peter Jaworski, President of the FPA of MA. “His superior communications skills, broad knowledge of the financial planning industry and ability to always rise to the occasion make him the perfect choice to fill this pivotal role on the Board.”
About the Financial Planning Association™
Since the year 2000, the FPA™ MA has sought to foster the value of financial planning and advance the financial planning profession in the Bay State. Our 900 members are dedicated to the financial planning process, which entails establishing personal and financial goals and creating a way to reach them. FPA™MA believes that everyone needs objective advice to make smart financial decisions and that when seeking the advice of a financial planner, the planner should be a CFP® certificant.
Many FPA™ MA members engage in philanthropic pro bono work in their communities. They also recommend legislation, elevate public awareness, promote financial literacy, and advocate for sound economic and tax policies. We welcome all those who advance the financial planning process and promote the CFP® mark as the cornerstone of the financial planning profession. For more information please call 866-804-0484 or visit www.fpama.org.