Key Access Services™
Retirement Plan Consulting
Insurance and Risk Management
Featured & Events
Want to know more? Check out the latest firm happenings, announcements & events in your area.
Hewins promotes two of their Bay Area advisors
We are pleased to announce the promotion of Patrice Cresci, CFP® from Consultant to Regional Director. Over the past year, Patrice has managed the regional business activities and development of the firm’s Bay Area team, and will carry over this responsibility to her new role.
We are also pleased to announce the promotion of Thuong Thien, CFP® from Senior Associate Consultant to Consultant. In her new role, Thuong will focus on developing client relationships and providing integrated financial planning services. You can congratulate them here!