Roger Hewins

Roger Hewins Email and Phone Number

Principal, Founding Member at Team Hewins, LLC @ Team Hewins, LLC
Roger Hewins's Location
Boca Raton, Florida, United States, United States
Roger Hewins's Contact Details
About Roger Hewins

We help people deal with financial complexity. Our goal is to help them have comfort and confidence about their finances. We do a lot of planning and we manage their investments.

Roger Hewins's Current Company Details
Team Hewins, LLC

Team Hewins, Llc

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Principal, Founding Member at Team Hewins, LLC
Roger Hewins Work Experience Details
  • Team Hewins, Llc
    Principal, Founding Member
    Team Hewins, Llc Jun 2018 - Present
    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. Our specialties include financial planning and comprehensive wealth management services for individuals and families. We provide our clients with financial planning and a disciplined investment management approach. Our financial planning services are performed with 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.
  • Hewins Financial Advisors
    President
    Hewins Financial Advisors Oct 1999 - May 2018
    Wauwatosa, Wisconsin, Us
    CPA based Financial Advisors
  • Hewins Financial Advisors
    President
    Hewins Financial Advisors Oct 1999 - May 2018
    Wauwatosa, Wisconsin, Us
    Founded and built this CPA based financial advisor for almost two decades before we launched Team Hewins to focus on Family Wealth.
  • Church Of St. George
    Choir And Friends Of Music Ministry
    Church Of St. George Jun 2013 - Sep 2015
  • Ordway Center For The Performing Arts
    Board Member And Member Of Investment Committee
    Ordway Center For The Performing Arts Jun 2011 - Sep 2015
    Us
    The Ordway, recognized as one of the U.S.’s leading not-for-profit performing arts centers, is home to a wide variety of performances throughout the year that encompass the finest in American musical theater, world music, dance, and vocal artists on its Music Theater and McKnight Theatre stages. In addition, each year the Ordway presents its Flint Hills International Children’s Festival and serves over 50,000 children and adults through its Ordway Education programs. Since the Ordway opened, it has become known as Saint Paul’s most elegant and inviting performance space, attracting audiences from throughout the region to its diverse range of presentations. The Ordway joins The Saint Paul Chamber Orchestra, The Minnesota Opera, and The Schubert Club in a unique Arts Partnership and provides a home to its Arts Partners. The Ordway is proud to sponsor the Saint Paul Conservatory for Performing Artists, a professionally guided academic and artistic environment serving students in grades nine through twelve.
  • Archdiocese Of St. Paul And Minneapolis
    Chair Of Investment Committee For Pension Plans
    Archdiocese Of St. Paul And Minneapolis Jun 2013 - Jun 2015
    Volunteer work for the Archdiocese Pension Plans for lay people and clergy
  • Guitars For Vets
    President And Board Member
    Guitars For Vets Jun 2011 - Aug 2014
    Guitars for Vets, Inc. (G4V) is a federally registered 501(c)(3) non-profit organization that enhances the lives of ailing and injured military veterans by providing them with guitars and music instruction. Through self-expression and the healing power of music, it is our intent to restore the feelings of joy and purpose that can be lost after suffering trauma.
  • Pr Taylor
    Senior Vice President
    Pr Taylor 1994 - 1999
    Fee only Investment Management Consulting, member of Callan Associates' Independent Adviser Group
  • Barclays Global Investors
    Vice President
    Barclays Global Investors 1989 - 1993
    New York, Ny, Us
    Managed short term fixed income, currency and derivatives trading, including proceeds from securities lending program. Assets managed approximately $10-15 billion.
  • Intel
    Cash Manager
    Intel 1983 - 1989
    Santa Clara, California, Us
    Cash Manager for $1 billion in cash assets plus commercial paper program, currencies and derivatives. Managed bank relationships.Started as Financial Analyst in Assembly Test Finance
  • United States Marine Corps
    Combat Engineer Officer
    United States Marine Corps 1977 - 1981
    Washington, Dc, Us
    Role of Combat Engineers includes demolitions, land mines, field fortifications and obstacles, basic construction, utilities and operations in support of infantry or air unitsServed as Platoon Commander and in various staff and operations billets with 3rd Combat Engineer Battalion at Camp Hansen in Okinawa, WES-27 and 2nd MAW at Cherry Point, NC.

Roger Hewins Skills

Investments Estate Planning High Net Worth Individuals Financial Advisory Personal Finance

Roger Hewins Education Details

  • Fordham University
    Fordham University
    Psychology

Frequently Asked Questions about Roger Hewins

What company does Roger Hewins work for?

Roger Hewins works for Team Hewins, Llc

What is Roger Hewins's role at the current company?

Roger Hewins's current role is Principal, Founding Member at Team Hewins, LLC.

What is Roger Hewins's email address?

Roger Hewins's email address is rh****@****ins.com

What is Roger Hewins's direct phone number?

Roger Hewins's direct phone number is +165062*****

What schools did Roger Hewins attend?

Roger Hewins attended Fordham University.

What skills is Roger Hewins known for?

Roger Hewins has skills like Investments, Estate Planning, High Net Worth Individuals, Financial Advisory, Personal Finance.

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