Call us now ! Send us an email High Bluff Drive San Diego United States

Back to Top

Live it. Love it. Protect it. Life Insurance.
Call Now for a Free Quote!

About The Founders

Dave Harris
Dave Harris is the Founder & Principal of DPH Financial Services, In.  An Insurance Services Corporation.
Dave Harris specializes in life insurance strategies for ultra-affluent families and business owners across the country.
Dave started his life insurance carrier in 2007 and since then has been dedicated to providing comprehensive, highly personalized planning services to his clients and their families.  He serves his clients by listening closely to their goals, objectives and concerns and working in tandem with other trusted advisors to develop a superior and comprehensive plan for not only now, but generations to come.       
Highly regarded in the life insurance industry, Dave conducts insurance planning seminars to many of the top business managers, CPA’s, and financial advisors throughout the country.  He is also a regular contributor to local and national radio & TV shows. 
Dave is a member of Million Dollar Round Table & Top of the Table, the Premier Association of Financial Professionals.  He is also an active member of the National Association of Insurance & Financial Advisors (NAIFA). Dave sits on numerous local boards is very active in various nonprofit organizations and helps fundraise on an annual basis.
Dave attended San Diego State University and currently resides in Rancho Santa Fe, Ca with his wife Stacy and 3 children, Sloan, Jakob & Benjamin.  Dave enjoys golfing, traveling and spending time with his family.
we provide cost-effective life insurance
Scott Heinila, RICP®

Scott Heinila attended California State University, Long Beach studying Business Administration with an emphasis in Finance. Scott started his insurance career in 2001 dedicating his time to assisting financial Brokers and their clients within the three facets of Protective Portfolio Planning – annuities, life insurance, and long-term care insurance.

Scott currently is the President of PCC Consulting, a wholesale insurance distributor and marketing firm. He is also the President and Founder of Prism Wealth Preservation, a professional financial & insurance services firm specializing in working with retirees and business owners.

As an expert in the industry with 16+ years of experience, Scott conducts numerous insurance and financial planning seminars to Brokers throughout the year.

Scott is an active member of the National Association of Insurance & Financial Advisors (NAIFA). He maintains the RICP (Retirement Income Certified Professional) designation through the American College.
Scott is an Eagle Scout and serves as the Committee Chairperson for his son, James’ Cub Scout Pack.

Currently, Scott resides in Ladera Ranch, California with his wife, Melissa and their two sons, James and Jack. 

Scott enjoys spending time with his family and maintains an active lifestyle through golfing, mountain biking, and Crossfit.
we provide cost-effective life insurance