About Team Hewins
Team Hewins is a Financial Services company founded in 2018. It offers financial planning, investment advice, tax services, and retirement guidance to clients. It operates on a B2C and Consulting model in Financial Services and Business Services sectors. Team Hewins offers products and services including Financial Planning, Investment Advice, and Tax Planning. Its focus areas include Finance, Investment Tech, Retirement Planning and Tax-Smart Strategies. Its legal entity is Team Hewins, LLC.
Company details
Team Hewins is a financial advisory firm that delivers holistic financial planning services, including tax and retirement strategies. They assist busy professionals, those experiencing life changes like divorce, and individuals seeking personalized guidance. Operating on a fee-only basis, their advisors collaborate with clients other professionals for comprehensive support. Based in California and Florida, they focus on clear, strategic financial wellbeing through proprietary processes.
- SectorsFinancial ServicesBusiness Services
- Email••••••••
- Phone•••• ••••
- Website teamhewins.com
- Social LinkedIn X Facebook Instagram
- Legal Name Team Hewins, Llc
Products & Services of Team Hewins
Team Hewins offers a comprehensive portfolio of products and services, including Financial Planning, Investment Advice, and Tax Planning.
Provides personalized plans for financial goals and life events.
Offers guidance on stocks, retirement, and equity compensation.
Assists with tax strategies for individuals and professionals.
People of Team Hewins
17 people are tracked at Team Hewins (4 in leadership, 7 in board & advisors, 6 in team).
| Name | Role | Group |
|---|---|---|
Luke Hayes | Director Of Growth | Leadership |
Mikhael Balachov | Principal, CEO | Leadership |
Patrice Cresci | Principal, Senior Financial Advisor, & Regional Director | Leadership |
Ka-Tye Koo | Principal, Chief Operating Officer | Leadership |
Shelby Miller | Advisor | Board & advisors |
Zac Riera | Advisor | Board & advisors |
Clari Nolet | Advisor | Board & advisors |
Elena Song | Advisor | Board & advisors |
Philip Herzberg | Advisor | Board & advisors |
Rachael Grattan | Advisor | Board & advisors |
Alex Hosseinlar | Advisor | Board & advisors |
John Bussel | Principal, CIO | Team |
Carolyn Kelly | Principal & Lead Financial Advisor | Team |
Thaymar Sanchez | Marketing Operations Manager | Team |
Nicolle Willson | Financial Advisor | Team |
Thuong Thien | Principal, Senior Financial Advisor | Team |
Chris Anderson | Operations Manager And Principal | Team |
Complete people profiles for Team Hewins
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
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Web traffic of Team Hewins
The website of Team Hewins (teamhewins.com) receives about 4K visits a month.
- Monthly visits4K
▲ 6% vs previous month
Websites whose visitors overlap most with Team Hewins. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| qbixanalytics.com | 94% | 1.9K | View details |
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Related news about Team Hewins
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Frequently Asked Questions about Team Hewins
Team Hewins was founded in 2018.
Team Hewins is a financial advisory firm that delivers holistic financial planning services, including tax and retirement strategies. They assist busy professionals, those experiencing life changes like divorce, and individuals seeking personalized guidance. Operating on a fee-only basis, their advisors collaborate with clients other professionals for comprehensive support. Based in California and Florida, they focus on clear, strategic financial wellbeing through proprietary processes.
Team Hewins offers Financial Planning, Investment Advice, and Tax Planning.
Team Hewins operates through Team Hewins, Llc.