Broker Check

Exciting News!

June 06, 2017

We are proud to announce that Hank is now a Certified Financial Transitionist®.

What is a Certified Financial Transitionist® (CeFT®)?

Every person will experience at least one of the following major life transitions, and the likelihood that more than one at a time will be experienced increases with age.

  • Inheritance
  • Loss of a parent
  • Loss of a spouse
  • Divorce
  • Major career change
  • Retirement
  • The sale of a business
  • Insurance settlement
  • Pro sports or entertainer contract

Whether it starts with an inheritance, the sale of a business, or maybe both simultaneously, a transition can thrust individuals and families into a position where what was once considered stable is suddenly in flux. Traditional financial planning definitely covers the bases when it comes to important topics such as taxes, investments, cash flow, and estate planning; but that’s only half of the experience of financial change. The other half is the human experience of adapting to change.

As a Certified Financial Transitionist®, Hank understands human transitions on their deepest levels. He knows what influences the way we think and act when our world has suddenly and irrevocably changed. He’s able to identify when a transition is going well and he has tools to further enhance the experience. Hank is currently the only CeFT® in San Diego and just the 7th to earn the designation in California. If you are struggling with a transition, he knows how to keep you safe and help you work through your difficulties.

About the Program

The Sudden Money® Institute (SMI) has spent 17 years studying the psychology, sociology, and neuroscience of change. They’ve even delved into what thought leaders in the business world say about change and adaptation. As important, they know that perceptions and expectations about change are powerful and can profoundly affect thinking and decision-making.

The Sudden Money® Institute created the Certified Financial Transitionist® (CeFT®) designation to give financial planners and their clients science-based, field-tested tools and protocols designed specifically to merge the personal side and the technical side of financial change. This new designation comes only after candidates demonstrate fluency in the stages of transition, the use of SMI’s proprietary materials, and the unique skill set of the CeFT®. That yearlong-plus process includes mandatory coaching, over 30 hours of coursework, and a Day-Long Certification Exam that tests content, communication, and listening.

The result? Professionals who can create solutions that are customized for each client’s unique values, relationships, and vision of the future.

As always, we are here to answer your questions, address your concerns, and place your interests first!