323.389.7171

Who Is Craig A. Hawkins, CFP®

ch-headshotOver the years, I have always enjoyed assisting individuals and families as they sought me out to better understand how to best protect their assets and dreams. Everyone has different values, and I make a point to understand what is most important to each of my clients before I look to map out a financial plan that will address their particular needs. A great plan is the result of great preparation, and I want my clients to understand the thinking behind my recommendations.

The days of retiring with a company-sponsored pension are over, and individuals must now look to fund their own retirement through 401k’s and IRA’s. The thought of assessing the viability of various investment options and their associated risks can be intimidating, but I look to simplify the process. Over the past 20 years, I’ve had the opportunity to work with a wide variety of clients that were looking to achieve security and enhance their wealth in both creative and traditional ways. I have proven professional skill in each of the following areas: institutional securities and investments; high-level portfolio analysis, and complex estate planning.

The majority of people in society work extremely hard to acquire and maintain quality cars and homes, but all too often they have a poor understanding of what their insurance policies actually cover. My goal is to educate my clients so that they can make informed decisions and feel confident they understand what their policy does and does not cover in the

Insurance and proper retirement planning are supposed to endow clients with “peace of mind,” and I want each of my clients to feel confident they are properly insured and professionally represented. With this as a goal, I’m only looking to work with approximately 250 households. I have this as a stated goal because I want to get to know my clients, and afford them the highest level of care. If you are interested in working with a person that looks forward to getting to know you, and your family, please know I welcome your call. I’m confident, if we work together we can protect what is important to you today and set you up to enjoy a comfortable retirement.

If this sounds good to you, please leave your check book home and let’s find a convenient time and place to discuss how we can help each other.

Experience:

WELLS FARGO
Private Client Services
Los Angeles, CA
Financial Planner

INVESTnRETIRE
Los Angeles, CA
Business Development

CITY NATIONAL BANK
San Francisco/Beverly Hills, CA
Investment & Trust Consultant

ADVENT SOFTWARE
San Francisco, CA
Systems Integration Support

SANWA BANK, CALIFORNIA
San Francisco, CA
Financial Consultant

JOHN HANCOCK FINANCIAL SERVICES
Beverly Hills, CA
Business Planning Group, Para-Planner