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Oakmont Financial
At Oakmont Financial Group our goal is to help our clients with every aspect of their financial lives. We provide personal service and we strive for the financial stability and security that will make your dreams a reality.
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon and goals, we’ll work diligently to develop a program that carefully balances investment strategies with preserving principal. We have a “hands on” approach to financial guidance and we work closely with you over time to maintain a disciplined approach to realizing your dreams.
Contact Info
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6580 Oakmont Dr
suite b
Santa Rosa, CA 95409
United States
Together Scott & Michelle Harris founded Oakmont Financial Group in 2006. They envisioned providing clients with a higher level of service and created an independent firm in order to sustain individualized attention and response. Scott wanted to offer a diverse assortment of investment options to meet the needs of his clients. The following year, Michelle joined Scott in the office on a daily basis to welcome clients with the warmth and attentiveness that Oakmont Financial Group is known for.
Being a husband and wife team, at the core of their company is the value of “family” and that extends to all clients, employees and prospects when you walk through the door. Many of Oakmont Financial Group’s clients have been working with Scott for over 25 years. From navigating unique financial situations, to celebrating life’s milestones, when you become a client of Oakmont Financial Group, you become “family” as well. Whether you are returning to the office for reviews, calling in with a question, or stopping by simply to say hello – we want you to feel a heartfelt welcome home from us.
GROW
We use a variety of investment vehicles to pursue the growth of your assets including fee-based managed accounts, mutual funds, insurance, and variable annuities.
REACH
We listen to our clients needs, wants and desires and really get to know them. Then we formulate a plan to work toward their specific goals.
PLAN
We help our clients plan for retirement, understand lifetime income planning when they retire, and how to manage legacies they may receive or wish to pass on to loved ones or charities.
ENJOY
We strive to provide excellent on-going service and periodic review meetings to help ensure we are on track, making adjustments as warranted so that you can fully enjoy your retirement.
Meet The Team
Scott Harris
Wealth Advisor
Scott holds the designation of Accredited Investment Fiduciary (AIF®) and is a licensed investment advisor representative. His work in the field of financial planning over the course of his career has provided him with great breadth and depth of experience. After years working for Edward Jones, he founded Oakmont Financial Group to assist clients through many diverse financial situations. Scott is a great listener who takes the time to understand the nuances of each family’s circumstances. His approachable manner combined with his extensive experience with navigating the market over the years, allows him to provide understandable wealth management strategies that are customized to each client’s exclusive circumstance.
Born and raised in Sonoma County, Scott is an active member of the community. From recent years hosting the Rincon Valley Annual Wii Fundraiser to being honored as the recipient of the Kenwood Education Foundation’s Big Heart Award for outstanding leadership and service (2013), Scott’s commitment to the community is an integral part of his work and beliefs. Scott and his wife, Michelle, have been married for over 30 years. Together they have raised three daughters and have welcomed their newest addition recently with the birth of their first grandchild. All Harris family members remain avid San Francisco Giants fans! When Scott is not in the office, he is likely to be hitting the open water for some salmon fishing, and happy to share stories with you of his most recent catch.
Contact Scott Harris
Michelle Harris
Executive Assistant
Contact Michelle Harris
*Registered Investment Advisor-Only Location