Raquel Hinman (CFP®)
Raquel Hinman focuses in the
following client markets or areas of practice:
- Charitable Giving
- College/Education Planning
- Estate & Generational Planning Issues
- Financial Psychology/Coaching
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Charitable Giving
- College/Education Planning
- Estate & Generational Planning Issues
- Financial Psychology/Coaching
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
Planning Specialties
At HFP, we often reach beyond basic retirement and college planning to help people uncover and realize the goals that really matter.
Our clients include:
- Busy professionals who need help planning for retirement and college while simultaneously dealing with aging parents.
- Recent retirees who want assistance with investing and managing a retirement distribution strategy.
- Individuals who want a trusted advisor to help them reach their long-term goals.
- People who have received a financial windfall or inheritance and want to be good stewards of their money.
Additional Information
A Colorado native, Raquel graduated from the University of Colorado with a degree in Finance in 1992, earned her CFP® designation in 1998, and has spent her entire career in the financial services industry. She is a member of FPA (Financial Planning Association), NAPFA (National Association of Personal Financial Advisors), NAEPC (National Association of Estate Planning Councils), and the XY Planning Network. She is a board member and Past Chair of Mental Health Partners and serves as a mentor at the CU/Leeds School of Busines. She lives in Erie with her husband and two teenage boys. In her spare time, Raquel enjoys running, reading, and watching basketball.
NAPFA Start Date
March 25, 2015