Roger Hewins

Experience

1. Principal, Founding Member

   Team Hewins

   Jun 2018 — Present

   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.

Skills

• Estate Planning
• High Net Worth Individuals
• Financial Advisory
• Personal Finance
• Investments