Craig Hillegas, financial advisor La Jolla CA

Craig Hillegas

CRD Number: 2350414
Current Firm: Financial Alternatives, Inc.

Craig Hillegas (CRD# 2350414) is an Investment Advisor Representative working at Financial Alternatives, Inc. in La Jolla, CA and has over 30 years of experience in the finance industry. Craig Hillegas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Financial Alternatives, Inc. La Jolla, CA Dec 2021 - Current 2
Hillegas Advisory Services, Inc. Solana Beach, CA Jun 1993 - Current 30
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1993
Contact Info for Craig J. Hillegas
Phone Number: 858-459-8289
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    459
    MILLIONS
  • Total Number of Accounts
    1,223
    ACCOUNTS
  • Average Account Value
    $375,293
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, NY, TX, WA

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