Harris Mandler, CFP , CLU -Equitable Advisors

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    Financial Advisors

    Fort Lauderdale, FL

    Harris Mandler is a CFP and CLU financial advisor with Equitable Advisors, based in Fort Lauderdale. He specializes in comprehensive financial planning, retirement strategies, investment management, and insurance solutions for individuals and families. With designations as a Certified Financial Planner and Chartered Life Underwriter, Harris brings deep expertise in building and protecting wealth across all life stages.

    Best for: Retirement PlanningWealth Management

    Ideal for: Professionals seeking comprehensive financial planning, pre-retirees and retirees planning income strategies, families focused on wealth protection and insurance needs, business owners planning succession and retirement

    Service area: Fort Lauderdale, Broward County, and surrounding South Florida communities

    What Sets Harris Mandler, CFP , CLU -Equitable Advisors Apart

    CFP & CLU Credentials: Harris holds both CFP (Certified Financial Planner) and CLU (Chartered Life Underwriter) designations, demonstrating advanced expertise in comprehensive financial planning and insurance strategy.

    Equitable Advisors Partnership: Affiliated with Equitable Advisors, providing access to institutional resources, investment platforms, and insurance products backed by a major financial services firm.

    Comprehensive Wealth Strategy: Offers integrated planning that combines retirement strategy, investment management, and life insurance protection tailored to individual and family goals.

    Retirement PlanningInvestment ManagementCFP CertifiedFiduciary Standard
    Financial PlanningRetirement PlanningInvestment ManagementCFP Certified
    Google Rating
    5.0 ★ (9 reviews)
    Phone
    (954) 356-5505

    Location

    Address: 1 Financial Plaza # 1200, Fort Lauderdale, FL 33394

    Phone: (954) 356-5505

    Website: harrismandler.com

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    Last updated April 21, 2026

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