At Team Hewins financial wellbeing comes first. As fee-only financial advisors, Team Hewins works side by side with the client to ease the process of financial planning.

Finance

Team Hewins

Team Hewins' headquarters in Redwood City, CA, United States

Mikhael Balachov

Ka-Tye Koo

Michelle McCarthy

John Bussel

Roger Hewins

Shelby Miller

Clari Nolet

Philip Herzberg

Rachael Grattan

Alex Hosseinlar

The Advisory Team at Team Hewins provides personalized financial planning and guidance to clients, ensuring their financial wellbeing is prioritized. Comprised of experienced financial advisors and principals, the team collaborates closely with clients to develop tailored strategies that align with their unique goals and circumstances, fostering long-term success and peace of mind in their financial journeys.

Advisory Team

This department provides guidance and expertise to clients, ensuring informed decision-making and strategic assistance.

Advisory Services

This department focuses on managing and enhancing client relationships to ensure satisfaction and retention.

Client Services

The Leadership Team at Team Hewins is responsible for setting the strategic direction of the firm and ensuring the delivery of top-tier financial advisory services. Comprising experienced principals in key roles such as Chief Investment Officer and General Counsel, the team fosters a collaborative culture focused on clients’ financial well-being, guiding the organization to meet both operational and regulatory challenges effectively.

Leadership Team

This department manages and oversees the daily operational functions and processes within the organization.

Operations Department

This department provides expert guidance and services related to financial planning and investment strategies.

Team Hewins

Org chart

Board & advisors

Teams

Advisory Team

Advisory Services

Client Services

Leadership Team

Operations Department

Financial Advisory

Offices

Team Hewins

Org chart

Board & advisors

Teams

Advisory Team

Advisory Services

Client Services

Leadership Team

Operations Department

Financial Advisory

Offices

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