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About Us

 

Paul A. Harris, CLU, ChFC, CASL
paul@paulharrisfinancial.com

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.


Jeanette A. Maenza
jeanette@paulharrisfinancial.com

Jeanette Maenza, Associate Manager.  Her experience includes Executive Administrative Assistant to the President of a Plastic Manufacturer; and Administrative Assistant to a Property & Casualty Co.  Jeanette is recently widowed.  She is a very  active volunteer for church and community organizations.


 

Patricia L. Trowbridge
pat@paulharrisfinancial.com

Patricia Trowbridge, Administrative Assistant.  Her experience includes Executive Secretary to a City Manager & Staff; Administrative Secretary in City/County Governments; and Education/Medical Fields.  Patricia and her husband Tom, have two grown daughters & three grandchildren.  She volunteers and sings professionally for church and community organizations.

Company Highlights

  • Paul A. Harris, CLU, ChFC and CASL designations, Florida State University 1980 business degree in marketing, insurance license and security licenses 6, 22 and 63.

  • Paul has over 25 years in the business.


  • Paul has an intense desire to help people realize and reach their full financial potential.

  • Paul Harris Financial has a service-oriented support staff.

Operating Partners

  • Triad Advisors, Inc. 
  • Progressive Pension Administrators
  • Capital Cities Investments
E-mail for dates and location.

Event Calendar

"Financial Fitness 4 Life" Class offered again. E-mail for dates and location.

Location:

Paul Harris Financial
4560 Via Royale, Suite 4B
Ft. Myers, FL  33919-1076
(239) 939-5131
(239) 939-2516
info@paulharrisfinancial.com
Click Here for Map...

*Securities offered through Triad Advisors, Inc. Member FINRA/SIPC
Advisory services offered through Capital Cities Investments, a Registered Investment Advisor