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.


Our advisors

Advisor photo for Brad Hannink

Brad Hannink

MS, CFP®, APMA®, CKA®

Private Wealth Advisor

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

Hendra Tanuwijaya

CFP®, CRPC, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Hendra Tanuwijaya Visit Hendra Tanuwijaya's website
Advisor photo for Ram Martinez

Ram Martinez

APMA®

Financial Advisor

Learn more about Ram Martinez Visit Ram Martinez's website
Advisor photo for Philippe P Heglin

Philippe P Heglin

Associate Financial Advisor

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

Calista Tanuwijaya

Associate Financial Advisor

Learn more about Calista Tanuwijaya Visit Calista Tanuwijaya'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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