With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Brad Hannink

CFP®, MS, APMA, CKA®

Private Wealth Advisor

Managing Partner of Hannink, Tanuwijaya & Martinez
Learn more about Brad Hannink Visit Brad Hannink's website

Hendra Tanuwijaya

CFP®, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Hendra Tanuwijaya Visit Hendra Tanuwijaya's website

Philippe P Heglin

Associate Financial Advisor

Learn more about Philippe P Heglin Visit Philippe P Heglin's website


Our team

Ida Torres, CRPC®

Ida Torres, CRPC®

Paraplanner

Qualifications

  • CA Insurance license #0G25842, Series 7 & 66.
  • Chartered Retirement Planning CounselorSM

Roles & Responsibilities

  • Office Bookkeeping & Contracts
  • Client Service Specialist
  • Team Member since 1991
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Lisa A. Davis

Lisa A. Davis

Executive Assistant,

Client Relationship Manager

Roles & Responsibilities

  • Marketing, Events & Communications
  • Office Compliance
  • Scheduling of Calendars (including educational training)
  • Team Member since 1999
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Carolina Aceves

Carolina Aceves

Client Relationship Manager

Roles & Responsibilities

  • Customer Service; appointment preparation, marketing and communication.
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