Hanna Gomez, financial advisor Westwood MA

Hanna Gomez

CRD Number: 6569899
Current Firm: Heritage Financial Services

Hanna Gomez (CRD# 6569899) is an Investment Advisor Representative working at Heritage Financial Services 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.

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Professional Designations
Company Name Location Dates Years
Heritage Financial Services Westwood, MA Dec 2016 - Current 7
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
    2,500
    MILLIONS
  • Total Number of Accounts
    5,806
    ACCOUNTS
  • Average Account Value
    $430,539
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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