Colleen Jordan Hallinan
San Mateo, California, 94402
Member Since 2005
In order to achieve your best quality of life, you must feel at peace about your financial needs and goals. My job is to help you carefully develop a savings and investment strategy, to implement, monitor and adjust that strategy as needed, and to maximize the return potential of your financial assets in a way that delivers that peace. I will be your financial confidante as well as your financial advisor.
My Location
Background Information
Years of Financial Experience
- 23
Education
- University Of Southern California (BA International Relations and Political Science)
Methods of Compensation
- Financial Planning: Asset-based fee, Fixed fee
- Investment Services: Asset-based fee
Primary Custodian(s)
- Schwab
Additional Business Practices
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 1722526
- Securities Registrations: Series 63
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Hewins Financial Advisors, LLC
- Broker/Dealer: None
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Current Review, Cash Flow
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies, Socially Responsible Investing
Investment Products
- None
Insurance Products
- None
Visit Website - http://www.hewinsfinancial.com
