Who We Are
Scott C. Harris, AIF®
Founder & Owner
Investment Advisor Representative
CA Insurance License #0B19658
After years of working at a major investment firm, Scott founded Oakmont Financial Group in order to provide his clients with a higher level of service and personal attention. The firm remains independent in order to sustain individualized attention and response.
Scott’s experience in the field of financial planning for over two decades has provided him with great breadth and depth of experience. He has worked with clients through many diverse financial situations. Scott is a great listener who takes the time to understand the nuances of each family’s circumstances. Although the road to financial success can be bumpy or unclear, Scott's manner remains calm. He will work with you to navigate through the tough times and make the most of the good times.
Born and raised in Sonoma County, Scott is an active member of the community. Most recently he was the recipient of the Kenwood Education Foundation’s 2013 Big Heart Award for outstanding leadership and service. Scott and his wife have been married nearly 30 years and have three daughters. In his spare time Scott enjoys hiking and is an enthusiastic San Francisco Giants fan.
Together Scott & Michelle founded Oakmont Financial Group, and in 2007 Michelle joined our team in the office. She worked with our clients on a daily basis as a client service associate.
Recently Michelle has stepped back from the account and client services role to focus her energy on managing the office and staff while leading our firms marketing campaigns. She is a highly dedicated and organized individual, with a creative passion and a genuine smile. You’ll still often speak with Michelle on the phone or see her when you are in the office, though it may be someone else connecting with you about your account specifics. Michelle is truly pleased at the wealth of experience our client services associates offer at Oakmont Financial Group and is proud to help manage this department.
When Michelle is not busy at work, she enjoys traveling, hiking and spending time with her family. Like everyone else in the Harris family, Michelle is also an avid San Francisco Giants fan.