Hannink, Tanuwijaya & Martinez

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Hannink, Tanuwijaya & Martinez
Team photo for Hannink, Tanuwijaya & Martinez

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Advisors

Advisor photo for Philippe P Heglin

Philippe P Heglin

Associate Financial Advisor

Visit Philippe P Heglin's website


Team

Lisa A. Davis

Lisa A. Davis

Executive Assistant,

Client Relationship Manager

Qualifications

  • Team Member since 1999

Roles & Responsibilities

  • Executive Administrative Assistant
  • Marketing, Events and Communications
  • Office Compliance
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Ida Torres, CRPC®

Ida Torres, CRPC®

Paraplanner

Qualifications

  • CA Insurance license #0G25842, Series 7 & 66
  • Team Member since 1991
  • Chartered Retirement Planning CounselorSM

Roles & Responsibilities

  • Office Bookkeeping
  • Client Service Specialist
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Carolina Aceves

Carolina Aceves

Client Relationship Manager

Roles & Responsibilities

  • Customer Service; appointment preparation, marketing and communication.
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