The Team

Zeidman, Hakim, Levinthal, Hinrichs & Assoc.
It’s never too early to begin thinking about leaving a legacy. We provide our clients personalized advice that’s consistent with their dreams and values — for today and tomorrow — and helps them pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With our experience in estate planning strategies and our exclusive Confident Retirement® approach, we help guide our clients through their options and learn how decisions could impact their entire financial situation.

Our Advisors

Darren Levinthal

Darren Levinthal

Financial Advisor

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Designations

CFP®, CMFC®, APMA®

Top Areas of Focus

  • Investment Management
  • Retirement Planning Strategies
  • Retirement Income Strategies

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Erica Hinrichs

Erica Hinrichs

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Insurance
  • Retirement Income Strategies
  • Tax Planning Strategies

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Gregory Hakim

Gregory Hakim

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies

Education

B.A., 1993, University of California, Irvine
CA Insurance #0D51672

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Our Staff

Kelly A. Bride

Kelly A. Bride

Client Relationship Manager

James A. Kanai

James A. Kanai

Paraplanner

Financial Planning Analyst