This weeks guest will be Paul Hynes, 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 investment firm. HearthStone is a fee-only financial planning firm never satisfied with “good enough” and constantly searching for “better” only settling for “best.” As a fee-only firm, HearthStone’s sole purpose is to provide its clients with investment advice and financial planning.
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 “Senior Safe & Sound.” The group believes that no human being in San Diego County should ever have to suffer from financial elder abuse again.
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).
Listen to a podcast of Paul Hynes’ interview!
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