Hank's core beliefs revolve around the themes of Balance, Capacity, and Continuity ("BCC"). Life is short - it's important to maintain Balance and to enjoy the fruits of our labor. It's also crucial to enhance the Capacity of our resources. Efficiency is key, as is making the right decision only once and sticking to one's principles. Finally, we aim to ensure a sense of Continuity, so that your resources last a lifetime, or beyond.
Hank has been actively engaged in the Financial Planning profession since 1985. In 1987, he became a CERTIFIED FINANCIAL PLANNER™ professional and in 2017 a Certified Financial Transitionist®. Hank specializes in inheritance, windfall, early retirement and employee stock option planning. He incorporates his knowledge, experience and passion by helping his clients "Make The Right Decisions."
Hank’s financial planning and investment philosophy is based on four fundamental principles: 1) Establish Goals; 2) Utilize Proper Diversification and Balance; 3) Leverage Independence in Investment Research and Selection; and 4) Foster Discipline to Pursue Goals and Objectives.
Each financial plan and investment strategy is a collaboration between Hank, "Your Wealth Management Team," and each respective client. The outcome of this collaboration is unique to each individual client. The tangible results of this collaborative effort is Hank’s favorite aspect of the profession.
A longtime resident of San Diego, California, Hank gives back to his community by serving as a board member for the United Nation's International Gift Shop, located in Balboa Park.
Hank and his wife Jane have resided in Bay Park for over 25 years. They have one daughter, Kyla.
- B.S. Psychology, Saint Joseph’s University in Philadelphia
- Financial Planning Program, University of Southern California