Their Mission is educate, empower, and inspire elder citizens and all the people who love and serve them to help identify and prevent financial elder abuse. For information on how to help this cause please visit Senior Safe & Sound.
Paul Hynes CFP, Wealth Manager and Financial Advocate for Seniors
June 1, 2026
December 12, 2016
Listen to Podcast of the Show

Richard and Joe welcomed Paul Hynes, President, and CEO of HearthStone Private Wealth Management for a return visit. A Certified Financial Planner, Paul founded Hearthstone in 2006 leaving a successful 22-year career at a large Wall Street investment firm. HearthStone Private Wealth Management provides independent thinking, research, advice and disciplined investment management for super-successful business owners and other affluent individuals, families, corporate ERISA fiduciaries, private fiduciaries, charitable organizations, and foundations. It is Paul’s goal to educate, empower and inspire people to make intelligent decisions when it comes to money.With the end of the year approaching, they discussed the list of 12 important things to do before the year’s end for tax planning, what integrated financial planning really means and three disruptive trends in the wealth advisory world, especially those related to the use of technology. They also into senior financial abuse and things you can do to help protect elders and their assets.
Paul has a passion for educating and empowering people to make informed decisions in all aspects of their lives, not just financial ones. Together with several other committed professionals, he has formed an alliance The role of the Senior Safe & Sound blog is to educate people about the risk of seniors making bad decisions as well as the risk of losing money to scammers, fraudsters, and phonies. Increased awareness can lead to better protection for our loved ones and prevention of losses to their hard-earned nest egg. It’s up to all of us to keep our beloved seniors safe and sound.
Paul graduated from the University of Virginia with a BA in psychology. He has also completed the professional education program for the Certified Financial Planner requirements at the College for Financial Planning. Paul is a member of the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), and various Estate Planning Councils. Paul was the President of the Strategic Trusted Advisors Roundtable (STAR).
Continue reading →
Fritzi Gros-Daillon, Founder and CEO of Household Guardians and Expert on Aging
September 14, 2025
This week Richard and Joe welcomed Fritzi Gros-Daillon, a highly successful entrepreneur in senior move management, environmental consulting and most recently, the aging-in-place field. Her work entails providing help and insights for the real-life challenges facing Adult Children and their Parents. Her passion for keeping family members safe in their own home environment for as ...Continue ReadingPaul Hynes and Phil Lindsley Discuss Elder Financial Abuse and Related Matters
November 13, 2025
Listen to Podcast of the Show Richard and Joe welcomed Paul Hynes and Phil Lindsley to discuss elder financial abuse and the legal needs of the elderly. Paul Hynes is President and CEO of HearthStone Private Wealth Management. A Certified Financial Planner, Paul founded Hearthstone in 2006 leaving a successful 22-year career at a large Wall Street ...Continue ReadingRepresentive Scott Peters, Ending Elder Abuse and Contemporary Art
January 20, 2025
Listen to Podcast of the Show Democratic Scott Peters joined us for a pre-election call at the top of the show. Incumbent Congressman Peters is an statistical dead heat with Republican challenger Carl DeMaio according to a recent U-T San Diego poll. In studio, heard from Ann Berchtold from our sponsor UBS, to talk about Art ...Continue ReadingPaul Hynes, President, and CEO of HearthStone Private Wealth Management and Financial Advocate for Seniors
January 12, 2026
Listen to Podcast of the Show Richard and Joe welcomed Paul Hynes, President, and CEO of HearthStone Private Wealth Management for a return visit. A Certified Financial Planner, Paul founded Hearthstone in 2006 leaving a successful 22-year career at a large Wall Street investment firm. HearthStone Private Wealth Management provides independent thinking, research, advice and disciplined investment ...Continue Reading


