Good Financial Health takes a village. Our goal at FH Educators is to provide our clients with the best possible services to set them up for Financial Health and Wellness. To do that, we rely on our village, a group of trusted partners, experts in their specific areas.
Associate Wealth Advisor
Company: CAVU Wealth Advisors
Dan joined CAVU Wealth Advisors in August of 2020. Prior to joining the CAVU team, Dan spent nearly a decade in the wealth management and banking industry. Most recently, Dan was a Senior Branch Manager for HSBC Bank where he led a team of professionals focused on international & domestic banking, wealth management, and lending. Before HSBC, Dan led a wealth management team at Charles Schwab & Co., covering the affluent in Berkeley and Oakland. Prior to entering Schwab leadership, Dan was a Financial Consultant, providing holistic wealth management advice to the Bay Area’s affluent with a focus on life income planning, investments, retirement analysis, and risk management.
Community service is a big part of Dan’s life. Fostered during his years at De La Salle High School, the quote “Enter to learn and leave to serve” continues to be his life motto. This legacy is carried on through his ongoing volunteer work at De La Salle, the Community Youth Center, and a variety of other non-profits ever since. He currently sits on the board of The First Tee Contra Costa, is an Ambassador for the Concord Chamber of Commerce, and serves as a board member for the De La Salle Alumni Association.
Dan earned his Certified Wealth Strategist® designation through Cannon Financial Institute. Guiding his financial principles are his integrity, discipline, and desire for helping individuals and families achieve their goals.
Real Estate Agent
Company: Ken Brown Homes
Ken Brown provides his clients with an open, clear and transparent experience of buying and selling real estate.
Svec, CIMA® - Financial Advisor
Company: Wells Fargo Advisors
As a financial advisor, I work with a limited number of clients that are willing to take professional advice and are engaged in their own success. What I do for my clients is help them gain clarity and confidence to live by their own design. I aim to accomplish this by building a tailored financial plan designed to meet their needs while reducing risk to the point of success.
Where I specialize is in the area of investment management – which includes portfolio construction, review, and revision. Also, as an Investment Management Analyst® (CIMA) certificate holder, I’m held to high ethical and professional standards. I believe this expertise and accountability leads to better client outcomes.
Financial Services Professional
Company: Massachusetts Mutual Life Insurance Company (MassMutual)
Phone: (925) 979-2330
Gian is a Financial Services Representative affiliated with Massachusetts Mutual Life Insurance Company (MassMutual). His broad knowledge of insurance products gives his clients the confidence they need when working with a financial services representative.
After serving for two United States Congressmen, he currently volunteers time to serve Contra Costa and Alameda Counties to expand community outreach services to youth and under-served cities. Along with working with the MassMutual Family he advises a Non-Profit organization in New York that merges systems thinking, psychology and economics to improve the ethical functioning of organizations.
He is licensed to sell Insurance Products in the following jurisdictions:
CA License #: 0M94545
MD License #: 3000830807
PA License #: 895283
VA License #: 1166941
WA License #: 1029037
WY License #: 433091
Business Owner and Insurance Agent
Company: Hometown Insurance Agency
Donna, owner of Hometown Insurance based in Walnut Creek, California is an 11-year insurance agent veteran and has represented a large scale of clients with a variety of needs.
Along with being a wife, mother, grandmother, and friend, Donna makes it her mission to provide the highest quality of professionalism and service to her clients. She prides herself on the quality of work she provides, and will not stop until her clients are 100% satisfied.
Donna has been a Bay Area resident for years and is an active part of her community. By mixing business with care, Donna can connect with her clients on a personal level. Her communication skills and persistent work ethic make her a valuable resource to her clients. Whether you need homeowner’s insurance, auto insurance, if you’re single, or have a multi person family, Donna is the best match for you!
Get in touch and we’ll get back to you as soon as we can. We look forward to hearing from you!