Roger Hewins Email and Phone Number
Roger Hewins work email
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Roger Hewins personal email
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Roger Hewins phone numbers
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.
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Principal, Founding MemberTeam Hewins, Llc Jun 2018 - PresentRedwood City, California, UsTeam 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. -
PresidentHewins Financial Advisors Oct 1999 - May 2018Wauwatosa, Wisconsin, UsCPA based Financial Advisors -
PresidentHewins Financial Advisors Oct 1999 - May 2018Wauwatosa, Wisconsin, UsFounded and built this CPA based financial advisor for almost two decades before we launched Team Hewins to focus on Family Wealth. -
Choir And Friends Of Music MinistryChurch Of St. George Jun 2013 - Sep 2015
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Board Member And Member Of Investment CommitteeOrdway Center For The Performing Arts Jun 2011 - Sep 2015UsThe 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. -
Chair Of Investment Committee For Pension PlansArchdiocese Of St. Paul And Minneapolis Jun 2013 - Jun 2015Volunteer work for the Archdiocese Pension Plans for lay people and clergy
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President And Board MemberGuitars For Vets Jun 2011 - Aug 2014Guitars 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.
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Senior Vice PresidentPr Taylor 1994 - 1999Fee only Investment Management Consulting, member of Callan Associates' Independent Adviser Group
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Vice PresidentBarclays Global Investors 1989 - 1993New York, Ny, UsManaged short term fixed income, currency and derivatives trading, including proceeds from securities lending program. Assets managed approximately $10-15 billion. -
Cash ManagerIntel 1983 - 1989Santa Clara, California, UsCash 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 -
Combat Engineer OfficerUnited States Marine Corps 1977 - 1981Washington, Dc, UsRole 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
Roger Hewins Education Details
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Fordham UniversityPsychology
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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