Exit Planning Summit speaker allen harris

Panelist

Allen Harris

CEO and Owner, Berkshire Money Management

Allen currently oversees nearly $1 billion of assets for 750 households, many of those clients being business owners, as CEO and owner of Berkshire Money Management.

Session: Financial Advisor Panel

About Allen

Allen is the CEO and owner of Berkshire Money Management, overseeing nearly $1 billion of assets for 750 households, many of those clients being business owners. Harris is a CEPA, CVGA, and CVB and the author of “Build It, Sell It, Profit: Taking care of business today to get top dollar when you retire.” Allen started a separate company, 10,001 Hours, to provide business consulting to non-wealth management clients.

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