Wealth Management

Chart a course for your unique financial destination with the help of our High-Net-Worth Services.

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helps us to get to know you and lets you rehearse scenarios for your financial future

 

Thuong Thien headshot
"Connecting with my clients is the most fulfilling aspect of my job. I’m interested in who they are, where they came from, and where they want to go in life. I aim to be an indispensable part of their lives; to mitigate their financial worries and ensure that they are able to safely move through each financial challenge and phase of life."

Thuong Thien

Senior Associate Consultant

San Mateo

Featured & Events

Want to know more? Check out the latest firm happenings, announcements & events in your area.

Patrice Cresci photo

Thuong Thien photo

Hewins promotes two of their Bay Area advisors

We are pleased to announce the promotion of Patrice Cresci, CFP® from Consultant to Regional Director. Over the past year, Patrice has managed the regional business activities and development of the firm’s Bay Area team, and will carry over this responsibility to her new role.

We are also pleased to announce the promotion of Thuong Thien, CFP® from Senior Associate Consultant to Consultant. In her new role, Thuong will focus on developing client relationships and providing integrated financial planning services. You can congratulate them here!

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