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.
Ending Financial Elder Abuse with Paul Hynes
April 5, 2025
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!
Continue reading →
Representive 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
February 16, 2018
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 ReadingPaul Hynes and Phil Lindsley Discuss Elder Financial Abuse and Related Matters
July 19, 2017
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 ReadingFritzi Gros-Daillon, Founder and CEO of Household Guardians and Expert on Aging
December 21, 2016
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 CFP, Wealth Manager and Financial Advocate for Seniors
December 8, 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 ...Continue ReadingProtecting Retirements Before and While They Happen
November 13, 2015
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. The major topic of discussion will be retirement planning. Paul has a passion for educating and empowering ...Continue Reading