FHWV Financial LLC

Minxing Lin is a financial advisor at FHWV Financial LLC with one year of industry experience. Lin holds a Series 65 designation and has worked at FHWV Capital, LLC and The Paul Merage School of Business at the University of Irvine. FHWV Financial, LLC serves individual and high-net-worth clients through a two-advisor team, providing financial planning and referring clients to third-party registered investment advisers and managed-account platforms for implementation. The firm emphasizes tax-aware planning and financial analysis, operating primarily as a solicitor rather than managing portfolios directly.

Daniel Sherman is a CFP® with four years of industry experience, currently serving at FHWV Financial LLC. His prior roles include positions at Cambridge Investment Research, TaxACT, and Sidoxia Capital Management. Outside of his advisory work, he provides tax services as an enrolled agent through Dan's Tax Services and sells health and life insurance products, primarily to clients associated with MindWallet Investment Advisory. FHWV Financial, LLC serves individual and high-net-worth clients through a two-advisor team, focusing on financial planning and referring clients to third-party registered investment advisers and managed-account platforms for implementation. The firm emphasizes tax-aware planning due to its accounting orientation and generally does not accept discretionary trading authority.

Ernesto Araiza is a financial advisor at FHWV Financial LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with FHWV Financial since 2017. He also serves as a CPA Manager at FHWV Partners, LLP. FHWV Financial, LLC serves individual and high-net-worth clients through a small, two-advisor team, focusing on financial planning and referrals to third-party registered investment advisers and managed-account platforms. The firm emphasizes tax-aware planning and financial analysis, reflecting its accounting orientation, and operates primarily as a solicitor rather than managing client portfolios directly.

Nhan Vuong is a financial advisor at FHWV Financial LLC with 17 years of industry experience. He holds a Series 65 designation and has held principal roles at several affiliated entities, including FHWV Capital LLC and various business ventures spanning digital, hospitality, and surgical sectors. Vuong has been associated with FHWV Financial, LLC since 2008 and related firms since 2005. FHWV Financial, LLC serves individual and high-net-worth clients through a small, two-advisor team, providing financial planning and referring clients to third-party registered investment advisers and managed-account platforms for implementation. The firm emphasizes tax-aware planning and financial analysis, shaped by its CPA credentials, and operates primarily as a solicitor rather than managing portfolios directly.

Martin Young is a CFP® professional with 15 years of industry experience. He is currently with FHWV Financial LLC and has prior experience at Ameriprise, H&R Block, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. FHWV Financial LLC serves individual and high-net-worth clients through a small two-advisor team. The firm focuses on financial planning and client referrals to third-party registered investment advisers and managed-account platforms, emphasizing tax-aware planning due to its accounting-oriented approach.