portrait of Hanneke R Finones

About Hanneke

Prior to helping clients with their finances, I was a family dentist for 10 years. Thus, I fully appreciate the importance of building a relationship with each person to help guide them to where they want to be. The transition from dental health to financial health was simple, because they require the same key attributes: a person with whom you have deep trust and confidence, with specialized knowledge to partner in meeting your goals in a way that aligns with your personal values. My favorite part of work is when my clients feel a sense of both security and empowerment...

Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Dentists
  • Healthcare Professionals
  • Charitable Giving

Work History

  • Edward JonesMay 2023 to Current

Education

  • Univ of CA-San FranciscoDoctorate
  • Univ of California-BerkeleyBachelor of Arts and Science

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Outdoor Enthusiast

Team Members

  • Jean Sigua
    Sr. Branch Office Administrator
  • Stacy Blair
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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