The Team

Hannink, Tanuwijaya & Martinez

Our Advisors

Philippe P Heglin

Philippe P Heglin

Associate Financial Advisor

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Top Areas of Focus

  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Investments

Education

California State University, Northridge, 1983, BS, Business-Accounting, Pepperdine University, 1989, MBA, Business Administration
CA Insurance #0F55692

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Our Staff

Lisa A. Davis

Lisa A. Davis

Executive Assistant

Client Relationship Manager
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Qualifications

  • Team Member since 1999

Roles & Responsibilities

  • Executive Administrative Assistant
  • Marketing, Events and Communications
  • Office Compliance
Ida Torres, CRPC<sup>®</sup>

Ida Torres, CRPC®

Paraplanner

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Qualifications

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

Roles & Responsibilities

  • Office Bookkeeping
  • Client Service Specialist