Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hannah? Claim Your ProfileHannah Elizabeth oaks Boundy is an Investment Advisor Representative at Sherwood Financial Partners, LLC, a firm based in Westlake Village, CA. Hannah specializes in providing financial planning and portfolio management services to individuals, families, and charitable organizations. Hannah is also a Certified Financial Planner and Chartered Financial Analyst.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Basic tax planning
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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CA
10/04/2019 - Present
Sherwood Financial Partners, LLC (WESTLAKE VILLAGE CA)
IA
Issued 05/16/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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