Raquel Hinman, Cfp®

Raquel Hinman, Cfp® Email and Phone Number

Fee-Only Financial Planning and Investments @ Hinman Financial Planning, Inc.
erie, colorado, united states
Raquel Hinman, Cfp®'s Location
Erie, Colorado, United States, United States
Raquel Hinman, Cfp®'s Contact Details

Raquel Hinman, Cfp® work email

Raquel Hinman, Cfp® personal email

n/a
About Raquel Hinman, Cfp®

Are you tired of sifting through conflicting financial strategies or just overwhelmed by the thought of planning for the unknown?We know that dealing with finances – whether you’re worried about the present or thinking about the future – can be stressful and we realize there’s a lot of fear in the unknown. ✨ You deserve to feel empowered to manage your money in a way that feels true to your own goals and values. ✨That’s where Hinman Financial Planning can help.For more than 25 years, I have combined the art and science of financial planning to help people who have undergone a significant transition, such as an inheritance, divorce, or retirement. I love helping people understand their money and what it means to them. Here’s what we’ll do:✅ Gain clarity around how your money fits into your ideal life.✅ Reduce anxiety that can come with understanding your finances.✅ Work together with a network of professionals to help you achieve your goals.✅ Help you grow financially while making a meaningful impact.Whether you’re suddenly managing an inheritance and need a trustworthy partner to help you reach your long-term goals, a busy professional who needs help planning for retirement and college expenses while simultaneously caring for aging parents, or are recently divorced and defining your own path to financial security – we’re here to help.

Raquel Hinman, Cfp®'s Current Company Details
Hinman Financial Planning, Inc.

Hinman Financial Planning, Inc.

View
Fee-Only Financial Planning and Investments
erie, colorado, united states
Website:
hinmanfp.com
Employees:
1
Raquel Hinman, Cfp® Work Experience Details
  • Hinman Financial Planning, Inc.
    Principal
    Hinman Financial Planning, Inc. Jan 2015 - Present
    Erie, Colorado
    Fiduciary, fee-only financial planning, coaching, and investment management
  • The Wealth Conservancy, Inc.
    Senior Financial Planner
    The Wealth Conservancy, Inc. Nov 2007 - Dec 2014
    Boulder, Co
    The Wealth Conservancy, Inc. (TWC) is a fee-only advisory firm specializing in providing wealth coaching, financial planning and investment services to inheritors and others with windfall wealth.
  • Janiczek & Co. Ltd
    Financial Advisor
    Janiczek & Co. Ltd May 2006 - Nov 2007
    Englewood, Co
    Provided financial planning and wealth management services for business owners, executives, and others with investable assets of $1-25 million.
  • Metlife Resources/Metlife
    Case Consultant Ii
    Metlife Resources/Metlife Jun 2004 - Apr 2006
    Denver, Co, National
    Responsibilities including creating financial plans and providing support and training for financial planners throughout the United States.
  • Merrill Lynch
    Financial Advisor, Investment Associate
    Merrill Lynch Jan 1999 - Aug 2003
    Boulder, Co
  • Portfolio Management Consultants, Inc. (Now Envestnet)
    Product Manager, Account Manager, Operations Specialist
    Portfolio Management Consultants, Inc. (Now Envestnet) Feb 1994 - Dec 1998
    Denver, Co
    Portfolio Management Consultants (PMC) provided mutual fund and separate account wrap-fee programs and performance reporting services to institutional clients and advisory firms in the financial services industry. As ProductManager, I was responsible for development, delivery and maintenance of several private-lave wrap-fee programs. As AccountManager, I counseled independent advisors in the area of manager search and due diligence, asset allocation, portfolio analysis and investment policy design.

Raquel Hinman, Cfp® Education Details

Frequently Asked Questions about Raquel Hinman, Cfp®

What company does Raquel Hinman, Cfp® work for?

Raquel Hinman, Cfp® works for Hinman Financial Planning, Inc.

What is Raquel Hinman, Cfp®'s role at the current company?

Raquel Hinman, Cfp®'s current role is Fee-Only Financial Planning and Investments.

What is Raquel Hinman, Cfp®'s email address?

Raquel Hinman, Cfp®'s email address is ra****@****nfp.com

What schools did Raquel Hinman, Cfp® attend?

Raquel Hinman, Cfp® attended College For Financial Planning, University Of Colorado Boulder, Fruita Monument.

Who are Raquel Hinman, Cfp®'s colleagues?

Raquel Hinman, Cfp®'s colleagues are Avery Hinman.

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