Giancarlo Hamner, Financial Advisor

FINANCIAL ADVISOR
Giancarlo G Hamner

CFP®, CRPS™
3145 Old Conejo Road, Newbury Park, CA 91320opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Employee Stock Options
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Charitable Giving

About Giancarlo

What is your dream for where you would like your finances to go?

My intention is to help guide your success toward a future for you and those that matter to you. By understanding your needs, my branch team and I will give you the support you need to help achieve those goals.

My practice has been in Westlake Village for the last seven years. I focus on helping families and individuals with retirement, education saving strategies, divorce finances and wealth strategies. I also partner with small businesses and entrepreneurs with serious long-term financial goals.

I am a CFP® professional and a...

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • Cal State UniversityBachelor of Business Admin

Personal Interests

  • Scuba Diving
  • Personal Fitness
  • Running
  • Traveling
  • Wine Collecting/Enthusiast

Team Members

  • Taylor Bosma
    Branch Office Administrator
  • Michelle Hoyt-Baim
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Web Conferencing

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