Andrew Harkin Email & Phone Number

San Francisco, Ca, Us

Palo Alto, California, Us

Redwood City, California, Us

Team Hewins, LLC ("Team Hewins") is an investment adviser registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940 with offices located in California and Florida. Such registration, however, does not imply a certain level of skill or training and no inference to the contrary should be made. The information provided on this social media profile is for informational purposes only and should not be construed as investment advice or a determination that a particular product or service is suitable for any individual. This information should not be relied upon in making an investment decision. Information pertaining to Team Hewins’ advisory operations, services and fees is set forth in Team Hewins’ current Form ADV Part 2A brochure, copies of which are available upon request at no cost or at https://adviserinfo.sec.gov/. Team Hewins offers investment advisory and financial planning services to our clients (including individuals and couples, families, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations). Our specialties include financial planning and comprehensive wealth management services for individuals and families and use of an interactive planning tool featuring real-time scenarios. 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.

Redwood City, California, Us

Team Hewins, LLC ("Team Hewins") is an investment adviser registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940 with offices located in California and Florida. Such registration, however, does not imply a certain level of skill or training and no inference to the contrary should be made. The information provided on this social media profile is for informational purposes only and should not be construed as investment advice or a determination that a particular product or service is suitable for any individual. This information should not be relied upon in making an investment decision. Information pertaining to Team Hewins’ advisory operations, services and fees is set forth in Team Hewins’ current Form ADV Part 2A brochure, copies of which are available upon request at no cost or at https://adviserinfo.sec.gov/. Team Hewins offers investment advisory and financial planning services to our clients (including individuals and couples, families, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations). Our specialties include financial planning and comprehensive wealth management services for individuals and families and use of an interactive planning tool featuring real-time scenarios. 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.

Wauwatosa, Wisconsin, Us

Associate for the Operations Department at Hewins Financial Advisors

Wauwatosa, Wisconsin, Us

Assisting the firm's operations department in a variety of functions, such as:- Investment research and due diligence efforts- Quarterly performance review- Investment related document review, collection and record-keeping- Investment composite construction- Private equity, venture capital and hedge fund data consolidation- Synchronization of trading and portfolio accounting databases

Santa Clara, Ca, Us

- Finance intern for the Event Planning Office under the President’s Office at Santa Clara University- Worked directly with President’s Office staff in managing finances for events such as guest speakers, school fundraisers, Board of Fellows and Board of Trustees meetings- Used tools such as Raiser’s Edge with Microsoft Excel to analyze finances and manage budgets for past and future events

Us

Lifeguard and Swim Instructor for the City of San Mateo Aquatics Program