your foster city and bay area financial advisors
how can we help you?
bay area financial planning services
AIM HIGH—WE’LL HELP YOU GET THERE
At Team Hewins, we believe in building long-term relationships with our clients. Our Bay Area financial advisors aim to provide holistic financial planning services to address your diverse needs. From investment advice to retirement or tax planning, our team has the expertise and know-how to guide you.
where to find our foster city office
Self-parking is available in the parking structure adjacent to the building. If driving to our office, set your GPS to 950 Tower Lane, Foster City, CA 94404, which will lead you to the main entrance of the Metro Center complex.
Once parked, proceed to the building lobby and take the elevator to the 10th Floor. You will find us in Suite 1050.
meet our financial advisors in the bay area
experience a holistic approach to your finances
Our team has a wide range of backgrounds and experiences, with a powerhouse group of women financial advisors – all working closely with women (and men) at every stage of life.
We can guide you through divorce, tax planning, loss of a loved one, inheritance, and more, ultimately helping you achieve the life you envision.
real solutions for big decisions
We work best with mid-career executives and families navigating significant life transitions who want a fiduciary partner and CFP® professionals to turn financial complexity into a single, strategic view.
Whether you are managing an equity payout, stepping into a partnership promotion, moving through any stage of divorce, stepping up as a trustee after losing a loved one, or simply balancing multi-generational family needs, these milestones often bring scattered accounts and hidden tax complexities. We help you organize those moving parts into a unified, tax-optimized plan.
Typically managing $1M+ in investable assets, our clients look to our team of fiduciary CFP® advisors to simplify the noise. The success stories below showcase what that looks like in practice, giving you the clarity to move forward with confidence.
MEET ELENA MORGAN
The challenge: Facing an unexpected career pivot, Elena needed clear, immediate cash-flow stability for her household.
MEET LINDA & DAVID
The challenge: Despite saving diligently, Linda and David felt stressed by scattered accounts and a lack of planning.
The preceding testimonials are provided by current clients. Team Hewins does not seek out client testimonials, and all testimonials referenced are unsolicited. No compensation was provided for these testimonials and no material conflicts of interest are present as a result. These testimonials and endorsements do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.
how we support your goals
Whether you’re weighing a high-stakes career pivot, negotiating equity compensation, or simply balancing the weight of family responsibilities and caregiving, our purpose is to help you successfully transition into your next chapter through every big move. We handle the technical heavy lifting so that your wealth stays aligned with your life’s evolving purpose, not just market fluctuations.
retirement planning
Plan your golden years
Working with a financial advisor can go a long way toward helping you set up a retirement plan and gain the confidence and peace of mind you are looking for.
By partnering with a dedicated Foster City financial advisor at Team Hewins, you’ll be guided through the process. You’ll get answers to your most pressing questions:
- How much will I be able to spend in retirement?
- How can I minimize taxes through tax-smart savings strategies?
- How can I ensure my loved ones are cared for through thoughtful legacy planning?
wealth management
LET’S BUILD YOUR LASTING LEGACY
When you seek our financial services, our Foster City team customizes a plan that matches your goals. Wealth management extends beyond financial expertise. It can empower you to navigate your financial journey with confidence and clarity.
Our advisors will work with you to help preserve and grow your wealth and help you create a financial legacy that can last generations.
wealth management
LET’S BUILD YOUR LASTING LEGACY
When you seek our financial services, our Foster City team customizes a plan that matches your goals. Wealth management extends beyond financial expertise. It can empower you to navigate your financial journey with confidence and clarity.
Our advisors will work with you to help preserve and grow your wealth and help you create a financial legacy that can last generations.
investment advising
BUILDING A STRONG FINANCIAL FOUNDATION
Through our proprietary Smart Life Planning process, our investment approach is to work with you to learn how much risk you’re comfortable with and to understand your financial needs and aspirations.
From that, we will build an investment plan aimed at long-term financial growth.
get in touch
We’ll answer your questions, help you clarify your goals, and guide you toward the solutions that will work for you.
Next: Choose a time that works well for you, and our relationship manager, Luke Hayes, will be in touch with you to personally understand your needs and prepare for the “Big Decision Clarity” session. Let’s turn this complex decision into your next confident step forward.
Additional info:
Learn more about our team | approach | frequently asked questions