Harris Nydick,
CFP®, AIFA®
Founding Partner | Managing Member
Email: harris@cfsias.com
Harris Nydick, CFP®, AIFA® is a founding partner and Managing Member of CFS Investment Advisory Services, LLC. He has more than four decades of experience advising institutions, retirement plans, high-net-worth individuals, and families. Harris is a frequent speaker at national industry conferences and has been featured in television, radio, print, and digital media on a wide range of financial subjects.
Harris is the co-author of Common Financial Sense, a former #1 Amazon bestselling book focused on practical strategies for successful 401(k) and 403(b) retirement plan investing.
Throughout his career, Harris and CFS have received sustained national recognition for leadership in financial and retirement plan advisory services. Harris has been recognized by Barron’s as one of the top advisors in the country and has been named a Forbes Best-In-State Wealth Advisor. He has also been recognized multiple times by the Financial Times as one of the Top Retirement Plan Advisors in the U.S., while CFS has been consistently named among the Top Investment Advisory Firms nationwide. In addition, PlanSponsor magazine has recognized CFS as one of the Top 100 Retirement Plan Advisors in the U.S., and the firm has been named a Top Defined Contribution Advisory Firm by the National Association of Plan Advisors.
Harris is actively involved in nonprofit and community leadership. He currently serves on the Investment Committee of the American Liver Foundation, and on the Investment Committee of the Jewish Services for the Developmentally Disabled. He has previously served on the New Jersey Office of Attorney Ethics Committee and as an adjunct faculty member at Fairleigh Dickinson University.
Harris is a graduate of Syracuse University, where he earned a dual degree from the Whitman School of Management and the Newhouse School of Public Communications. He is a Certified Financial Planner™ professional and holds the Accredited Investment Fiduciary Analyst® (AIFA®) designation.
The Barron's Top 1,200 Advisors rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities.
The Financial Times 400 Top Financial Advisors is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (April 2020). The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (July 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. Over 750 qualified firms applied for the award, 300 of which were selected (40%). This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.