Wipfli Financial Advisors Overview

  • Service
  • Limited Partner Consultant
  • Founded
  • 1999
Founded
  • Employees
  • 23
Employees

Wipfli Financial Advisors General Information

Description

Hewins Financial is a national, Certified Public Accountant-based financial advisory firm based in Redwood City, California. The firm offers a range of services related to transition planning, tax and estate coordination, financial planning, insurance consulting, retirement plan services and investment advice and management. Hewins is an affiliate of Wipfli.

Contact Information

Year Founded
1999
Service Provider Type
LP Consultants
Primary Office
  • 203 Redwood Shores Parkway
  • Suite 550
  • Redwood City, CA 94065
  • United States
+1 (650) 000-0000
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Wipfli Financial Advisors Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Wipfli Financial Advisors Team (24)

Name Title Deals Office Contact
Info
Roger Hewins Founder & President Redwood City, CA
Julie Nichols Principal, Chief Financial Officer & Interim Chief Executive Officer Redwood City, CA
John Bussel Principal, Co-Chief Investment Officer & Regional Director Redwood City, CA
Mikhael Balachov Principal & Director of Business Operations San Francisco, CA
Jandy Rowe Principal & Director of Client Service Redwood City, CA
You’re viewing 5 of 24 team members. Get the full list »