Speaker Bio

Harris Nydick, CFP®, AIFA®

Managing Member

CFS Investment Advisory Services

Harris Nydick is a founding partner and Managing Member of CFS Investment Advisory Services, L.L.C., a Registered Investment Advisor and has been advising institutions, retirement plans, high net worth individuals and families for over 36 years. He is a featured speaker at national industry conferences on 401(k) and Retirement Plan subjects and has been featured in television, radio, print and electronic media on a variety of financial topics.

Harris is the co-author of Common Financial Sense, a number one Amazon bestselling book about simple strategies for successful 401(k) and 403(b) retirement plan investing. The San Francisco Book Festival recently named it the Best How-To Book of 2020.

In 2015, 2016, 2018 and 2020, The Financial Times has recognized Harris as one of the 401 Best Retirement Plan Advisors in the U.S. In 2016, 2017, 2018 and 2020, The Financial Times selected CFS as one of the 300 Best Investment Advisors in the U.S., as well. Since 2017, CFS has been recognized as one of the Top Defined Contribution Advisor Firms by the National Association of Plan Advisors. In 2018 and 2020, PlanSponsor magazine recognized CFS as one of the Top 100 Retirement Plan Advisors in the U.S. and Harris is recognized by Forbes Best-In-State as one of the top wealth advisors in the country. From 2011 to 2019, Barron’s has recognized Harris as one of the top advisors in the country.

Harris currently serves on the Investment Committee of the American Liver Foundation. He is the Treasurer of the Jewish Community Foundation of Greater MetroWest NJ and has previously served on the State of New Jersey Attorney Ethics Committee and as an adjunct faculty member of Fairleigh Dickinson University.

A graduate of Syracuse University, Harris has a dual degree from The Whitman School of Management and The Newhouse School of Public Communications. He then went on to become a Certified Financial Planner™ professional and earned the Accredited Investment Fiduciary Analyst® designation.

Return to Summit