Team Hewins Employee Directory

Team Hewins corporate office is located in 203 Redwood Shores Pkwy Ste 550, Redwood City, California, 94065, United States and has 11-50 employees.

team hewins llc

team hewins

hewins financial advisors llc

hewins brokerage services llc

hewins financial advisors

teamhewins

Employees by Department

Departments

Number of employees

Finance

Operations

Sales

C-Suite

Marketing

Team Hewins CEO

Mikhael BalachovPrincipal, Chief Executive Officer

Phone

See Profile

Key Employees of Team Hewins

KK
Ka-Tye Koo
Principal, Chief Operating Officer
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Team Hewins Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Team Hewins

Hundreds of professionals searching for Team Hewins have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

Mikhael Balachov
Email Direct
Principal, Chief Executive Officer
United States , California , Redwood City

KK
Ka-Tye Koo
Email Direct
Principal, Chief Operating Officer
United States , California , Redwood City

SM
Shelby Miller
Email Direct
Financial Advisor
United States , California , Redwood City

WW
Wesley Wood
Email Direct
Financial Advisor
United States , California , Redwood City

SM
Samantha Meester
Email Direct
Client Service Specialist
United States , California , Redwood City

TT
Thuong Thien
Email Direct
Principal, Senior Financial Advisor
United States , California , Redwood City

DR
Denise Rodriguez
Email Direct
Senior Client Service Specialist
United States , California , Redwood City

PC
Patrice Cresci
Email Direct
Principal, Senior Financial Advisor
United States , California , Redwood City

KS
Karl Schwartz
Email Direct
Principal, Senior Financial Advisor
United States , California , Redwood City

CA
Christopher Anderson
Email Direct
Director, Operations & Principal
United States , California , Redwood City

AL
Alex Larsen
Email Direct
Associate Advisor
United States , California , Redwood City

JB
John Bussel
Email Direct
Principal, Chief Investment Officer, Senior Financial Advisor
United States , California , Redwood City

TS
Thaymar Sanchez
Email Direct
Manager, Marketing Operations
United States , California , Redwood City

JN
Jack Nelson
Email Direct
Operations Associate
United States , California , Redwood City

RG
Rachael Grattan
Email Direct
FinancialAdvisor
United States , California , Redwood City

HD
Hoyt Drynan
Email Direct
Associate Advisor
United States , California , Redwood City

DP
Deborah Peri
Email Direct
Lead Financial Advisor
United States , California , Redwood City

DF
Derek France
Email Direct
Senior Trading Associate
United States , California , Redwood City

KV
Kaycia Voorman
Email Direct
Senior Operations Associate
United States , California , Redwood City

NW
Nicolle Willson
Email Direct
Financial Advisor
United States , California , Redwood City

CA
Christine Armstrong
Email Direct
Senior Investment Operations Client Service Specialist
United States , California , Redwood City

CN
Clari Nolet
Email Direct
Advisory Team Senior Financial Advisor
United States , California , Redwood City

LH
Luke Hayes
Email Direct
Director, Growth Business Operations
United States , California , Redwood City

JF
John Fuller
Email Direct
Advisor
United States , California , Redwood City

SC
Susan Cherry
Email Direct
Advisor
United States , California , Redwood City

123

Former Employees at Team Hewins

Explore people who held key positions, contributed to Team Hewins's success, and advanced their careers.

Luke Ming

Vice President, Financ... at World Investment Advis...

Worked as Summer Intern

at Team Hewins (2020-2020)

Direct

Zac Riera

Wealth Counselor at Osborne Partners Capit...

Worked as Financial Advisor

at Team Hewins (2020-2026)

Direct

Shane Dunican

Financial Advisor at Moneta Group

Worked as Team Hewins

at Team Hewins (2019-2019)

Direct

Mask Content

Partner, Market Leader at Mercer Advisors

Worked as Financial Associate & Advisor

at Team Hewins (2018-2018)

Direct

Mask Content

Director, Operations at Sand Hill

Worked as Senior Operations Associate

at Team Hewins (2018-2021)

Direct

Mask Content

Vice President, Market... at SureCam

Worked as Director, Marketing

at Team Hewins (2019-2020)

Direct

Explore More

People from Similar Companies in the Finance Industry Located in California, United States

Experian Information Solutions

5K - 10K Employees

Galway Holdings

1K - 5K Employees

Visa

1K - 5K Employees

Oaktree Specialty Lending

1K - 5K Employees

Ivy Living

501-1,000 Employees

Wedbush

501-1,000 Employees

Frequently Asked Questions Regarding Team Hewins Employees

How many employees does Team Hewins have?

Team Hewins has 11-50 employees

Who is the CEO of Team Hewins?

Team Hewins’s CEO is Mikhael Balachov

Who are Team Hewins key employees?

Some of Team Hewins key employees are Ka-Tye Koo

Where is Team Hewins located?

Team Hewins’s headquarters are located at 203 Redwood Shores Pkwy Ste 550, Redwood City, California, 94065, United States

How do I contact Team Hewins?

Team Hewins Contact Info: Phone number: (650) 620-3040 Website: www.teamhewins.com

What does Team Hewins do?

Team Hewins is a fee-only financial advisory firm specializing in holistic financial planning and wealth management. They offer services such as retirement planning, risk management, legacy planning, and tax strategies, catering to a diverse clientele including busy professionals, individuals going through life transitions, and women seeking financ... Read More

Is Team Hewins a public company?

Team Hewins is private company therefore does not currently have an official ticker symbol

See more information about Team Hewins Employees