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Catherine Harris

Catherine Harris

Financial Advisor

Catherine is a second-generation financial advisor with a passion for securing intergenerational financial stability. Specializing in education planning, insurance, and debt management, she guides families towards prosperous futures. Committed to staying ahead in financial technology and innovation, Catherine is a dedicated advocate for informed financial decisions. 
Catherine possesses a strong focus on empowering women to take control of their financial destinies. As a prominent figure on the board of Women in Insurance and Financial Planning in Phoenix, Catherine plays an instrumental role in driving positive change. Her advocacy extends beyond her professional endeavors, as she strives to create a supportive community where women can thrive and prosper.   

Catherine’s commitment to ongoing learning and professional development is evident as she pursues her masters in finance, further enriching her capacity to guide her clients effectively. Her approach of “empowering clients with education to further their financial goals” is evident in her business dealings, partnering and implementing guidance, support, and a deep understanding of each client’s unique aspirations. 

As a native Arizonan, Catherine enjoys being involved in the community she calls home, paddle boarding, traveling, and spending time with family and friends. Her innate passion for helping people secure their financial futures led her to transitioning from her initial path into the world of finance, where she found her true calling.    

Designations, Education & Registrations 

  • Series 7 – General Securities Representative Registration 
  • Series 66 – Uniform Combined State Law Exam 
  • Life, Health, and Annuity License 
  • Board Member of Women in Insurance and Financial Services Phoenix Chapter 
  • Graduated from Northern Arizona University