Our Team

We live up to our name, The Financial Planning Department.  We love helping our clients plan for their future.

Heather L. Hackett, EA, CFP®

Transplanted to Corona del Mar at the early age of two months, you would never guess that this dynamic and outgoing Financial Planning Department staff member wasn't a true native-Californian.  Growing up on the coast and spending...

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Kathleen Hansen, EA, CFP®

Financial Analyst

Kathleen specializes in conceptual financial planning including tax planning, investment, risk management, retirement and estate planning. Prior to working in the financial services industry, she was a buyer for Buffum’s...

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Amber Reams

Amber Reams joined the Financial Planning Dept., Inc. in July 2013. She is a graduate of the University of San Diego where she spent a semester abroad in Madrid, Spain, was an active member of the Gamma Phi Beta sorority...

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Your plans and growth are personal to us.

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