Dillon Craig Email & Phone Number

California, United States

San Francisco Bay Area

San Mateo, Ca

Hewins Financial Advisors, LLC is an SEC-registered, wealth management and advisory firm. Founded in 1999, Hewins (which also does business under the names Wipfli Hewins Investment Advisors, LLC, DZH Phillips Wealth Management, and Cue Wealth Management Solutions) is headquartered in the San Francisco Bay Area. We have offices in California, Florida, Illinois, Minnesota, Missouri, Oregon and Wisconsin, and are proud affiliates of Wipfli LLP, a large regional CPA firm. We provide our clients with experienced financial planning, a disciplined investment management approach, as well as the time and resources needed to formulate a prudent investment strategy. We also offer financial planning services with the aid of enhanced software that performs interactive financial planning, which enables our clients to explore their financial futures in real time with visual images to further illustrate the consequences of various choices. Our relationship as a member of the Callan Independent Adviser Group (IAG) and being an approved Dimensional Fund Advisor (DFA) extends our access to in-depth, high-quality research and information resources. We are committed to serving our clients in a manner consistent with our fiduciary responsibilities, aiming to make their complex financial lives a little easier. Specialties include financial planning and comprehensive wealth management services for individuals and families and use of an interactive planning tool featuring real-time scenarios.

San Mateo, Ca

Hewins Financial Advisors, LLC is an SEC-registered, wealth management and advisory firm. Founded in 1999, Hewins (which also does business under the names Wipfli Hewins Investment Advisors, LLC, DZH Phillips Wealth Management, and Cue Wealth Management Solutions) is headquartered in the San Francisco Bay Area. We have offices in California, Florida, Illinois, Minnesota, Missouri, Oregon and Wisconsin, and are proud affiliates of Wipfli LLP, a large regional CPA firm. We provide our clients with experienced financial planning, a disciplined investment management approach, as well as the time and resources needed to formulate a prudent investment strategy. We also offer financial planning services with the aid of enhanced software that performs interactive financial planning, which enables our clients to explore their financial futures in real time with visual images to further illustrate the consequences of various choices. Our relationship as a member of the Callan Independent Adviser Group (IAG) and being an approved Dimensional Fund Advisor (DFA) extends our access to in-depth, high-quality research and information resources. We are committed to serving our clients in a manner consistent with our fiduciary responsibilities, aiming to make their complex financial lives a little easier. Specialties include financial planning and comprehensive wealth management services for individuals and families and use of an interactive planning tool featuring real-time scenarios.

Managed pool deck and ensured that operations ran smoothlySupervised swim lessons and ensured that all children were in the correct class level Motivated and trained employees by practicing skills and promoting professionalism

Promoted study abroad program through: classroom presentations, tabling, and posting fliersParticipated in buddy/mentor program for international studentsAssisted with setting up/cleaning study abroad events

CPR certified with American Red CrossEnsured safety of pool and surrounding areasOrganized, designed, and planned various levels of swim lesson classesInstructed and supervised junior guard program Coordinated and taught water polo class and adjusted difficulty based on age groupsAquatic AideAided in swim lessons by assisting teachers with kids and practicing skillsPassed out inner tubes to patrons during recreational swimMaintained safety of patrons on water slide while they were waiting in line

Bachelor Of Science, Business Administration; Finance; Financial Management, Accounting Minor

Projects Simulated Stock Market Portfolio Used Microsoft Excel to create a stock market portfolio for investments class Tracked prices.

Education record