Khalil Harris, CFP®

Years at Punch:

2

Years in the Industry:

6

Firm Activities:

• Charitable Giving Committee

Khalil joined Punch & Associates in March 2024 as an Associate Advisor. Prior to his current position, he honed his skills at two wealth management firms by working closely with clients to understand their goals and presenting solutions to achieve them. As a member of our Wealth Strategies Group, he is excited to assist clients in all aspects of financial planning.

Khalil graduated from Clemson University with a bachelor’s degree in Financial Management and a minor in Accounting. Khalil chose financial planning as an emphasis area during college and gained early exposure to the nuances of financial advising. In the summer of 2022, he passed his Certified Financial Planner^TM exam, and after completing the CFP Board’s professional experience requirement, he became certified in the summer of 2023.

Khalil was born in Chicago, Illinois, and grew up in Charlotte, North Carolina. He moved to Minneapolis in 2020 for work and now lives in Chanhassen with his wife and their child. In his free time, he enjoys working out, cheering for Chicago teams (especially the Bears) as well as Clemson athletics, and trying to improve his golf swing.

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