Hi, I’m Hans. I started this company to help people who are disappointed and seeking better financial advice.
Generic advice. Confusing statements. Lack of attention. All these routinely put investors at a disadvantage. Add limited time and an inability to start over and mistakes become magnified.
The result: Frustration. Delayed goals. Missed opportunities. Sometimes even a foolish or rash decision.
I work to help solve these problems.
Am I qualified to help you?
I work for my clients as an independent financial advisor. My work is to provide thoughtful, independent financial guidance and investment management based on a financial planning process.
I started my career with Merrill Lynch in 2001, then Morgan Stanley before joining LPL Financial in 2006. I am a CERTIFIED FINANCIAL PLANNER™ professional since 2007. I further earned additional credentials for both the Chartered Retirement Planning Counselor℠ designation and the Accredited Asset Management Specialist℠ designation.
Bottom line, I have been around. I have been through two booms, two busts, and two recoveries. I have worked with individual clients over the long term to help them navigate the markets, understand the headlines and stay on track.
And what about me personally?
I was raised in Hawaii and graduated from the University of Colorado, Leeds School of Business with a degree in International Business, Finance and a minor in German Language.
This being a second career, I bring a broad professional background in international logistics, domestic transportation and web startups.
Meaning I know what it is to work, save to a 401(k), start a family and make financial decisions before being a financial advisor and planner.
I am married with two sons and dachshund named Xena. As a family we enjoy travel. With family ties to Hawaii, we often visit Hawaii over the summer and during the winter we enjoy the snow and skiing in Lake Tahoe.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
CHARTERED RETIREMENT PLANNING COUNSELORSM and CRPC® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.
ACCREDITED ASSET MANAGEMENT SPECIALISTSM and AAMS® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.