Hank Zewald Email & Phone Number

With over twenty-five years of experience, Hank is uniquely qualified to help people make more informed decisions about their financial future. Hank’s diverse and relevant background as a financial services professional, certified public accountant, institutional consultant and business owner positions him to really help people plan for the future. In other words, Hank has the abundant intellectual capital to guide his clients through many life’s situations and provide highly insightful advice.Hank believes that professional collaboration is always best for the client. Being a part of “The H Group”, plus having many relationships with CPAs, attorneys, P&C agents and other key professionals provides a think tank to draw upon and strengthens his position to help people with all aspects of their financial affairs. Hank is set on bringing real help to real people using real independence, objectivity, and transparency.Hank graduated from the University of Portland in 1982, with a triple major (Accounting, Marketing and Management). He also earned a four year baseball scholarship and was a team captain in 1981 and 1982.He currently resides in Portland, Oregon with his lovely wife Kim and two beautiful and talented daughters Kendall and Kaily.

Listed skills include Holistic Financial Planning, Investment Management, Portfolio Management, Wealth Management, and 5 others.

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  Financial Advisor

  The H Group, Inc.

  Jan 2012 - Present - Portland, Oregon Area

  The H Group, Inc. is one of the largest independent fee-only wealth management firms in the Northwest. Our employees and credentialed advisors are among the most experienced in the industry. We are a group of independent advisors who collaborate with one another and share the extensive common resources of the firm. As a fee-only firm, we are members of the National Association of Personal Financial Advisors (NAPFA), a professional organization exclusively for fee-only financial… Show more The H Group, Inc. is one of the largest independent fee-only wealth management firms in the Northwest. Our employees and credentialed advisors are among the most experienced in the industry. We are a group of independent advisors who collaborate with one another and share the extensive common resources of the firm. As a fee-only firm, we are members of the National Association of Personal Financial Advisors (NAPFA), a professional organization exclusively for fee-only financial advisors. Some of our advisors also hold an individual membership in NAPFA.Our clients are busy people who want to simplify their lives. They recognize the value of their time - and of our expertise. They prefer to spend their time enjoying life and focusing on their families and careers, rather than trying to sort through the myriad of complexities in the increasingly difficult world of personal finance. By educating and empowering our clients, we seek to build a deep level of trust and rapport. http://www.thehgroup.com/ Show less

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  University Of Portland

  Accounting, Marketing, & Management