As a CERTIFIED FINANCIAL PLANNER™ professional, and Financial Adviser, Hank’s goal is to educate and help clients gain a better understanding of the financial concepts behind risk management, investing, retirement, estate planning and wealth preservation so you can make informed decisions about issues that affect your financial well-being. Most importantly, it’s Hank’s goal to develop a trusted relationship with every client.
Hank brings over 40 years of business experience and passion to his profession. Hank is in his third successful career and can bring a wide variety of life experiences to help clients plan and implement their financial and life plans. He’s a firm believer in giving back to the community and others and serves on several non-profit boards primarily focused on youth and veterans in the community.
Hank has an MBA degree from the Stanford Graduate School of Business and an MS in Mechanical Engineering from North Carolina State University. He graduated with distinction from the United States Naval Academy and served as a Naval Aviator retiring at the rank of Captain. He is an Eagle Scout and currently serves on the Executive Board of the Pacific Skyline Council, Boy Scouts of America and the Executive Boards of the Hiller Aviation Museum, and the Redwood City Child Development Program. Hank also Chair of the San Mateo County Veterans Commission.