Hanna Gomez, financial advisor Westwood MA

Hanna Gomez

CRD Number: 6569899
Current Firm: Heritage Financial Services, LLC

Hanna Gomez (CRD# 6569899) is an Investment Advisor Representative working at Heritage Financial Services, LLC in Westwood, MA and has 1 year of experience in the finance industry. Hanna Gomez 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.

Similar Advisors
Scott Gillespie, financial advisor Westwood MA
Scott A. Gillespie
CRD# 6319566
Artemis Financial Advisors
Similar Advisors
Nancy Aadalen, financial advisor Westwood MA
Nancy A. Aadalen
CRD# 2086353
Fidelity Personal And Workplace Advisors
Similar Advisors
Virginia Aaron, financial advisor Westwood MA
Virginia E. Aaron
CRD# 5046672
Claybrook Capital, LLC
Professional Designations
Company Name Location Dates Years
Heritage Financial Services Westwood, MA Dec 2016 - Current 5
Brown Brothers Harriman Boston, MA Dec 2015 - Dec 2016 1
Student Framingham, MA Jan 2009 - Dec 2015 6

Hanna Gomez has no recent exams reported.
Contact Info for Hanna G. Gomez
Phone Number: 781-255-0214
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    1,825
    MILLIONS
  • Total Number of Accounts
    4,626
    ACCOUNTS
  • Average Account Value
    $394,580
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, CT, FL, GA, IL, MA, ME, NC, NH, NJ, NY, RI, SC, TX, VA, VT

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.