Hwa Financial Group

Joseph Geld is a CFP® and CFA® professional with 10 years of industry experience. He has worked at Hwa Financial Group since 2017 and previously held roles at PNC Investments and PNC Bank from 2015 to 2017. Hwa Financial Group serves individual clients, including high-net-worth households, providing discretionary portfolio management, financial planning, investment consulting, and retirement plan services. The firm uses a range of investment strategies involving individual securities, mutual funds, ETFs, and may include independent managers, managing accounts typically on a discretionary basis with documented regulatory compliance.

Philip Huber is a CFP® professional with 26 years of industry experience. He has worked at Huber, Weakland & Associates, Inc. since 1999. HWA Financial Group serves individual clients, including high-net-worth households, offering discretionary portfolio management alongside standalone financial planning, investment consulting, and retirement plan services. The firm uses a range of investment strategies including individual securities, mutual funds, ETFs, and independent managers, typically managing accounts on a discretionary basis with documented processes to meet regulatory standards.

Daniel Pereira is a CFP® with 10 years of industry experience, currently serving as an advisor at Hwa Financial Group. His prior experience includes roles at Bank of America, Merrill, WMS Partners, and Royal Alliance Associates. Hwa Financial Group serves individual clients, including high-net-worth households, offering discretionary portfolio management, financial planning, investment consulting, and retirement plan services. The firm employs a diverse investment approach utilizing individual securities, mutual funds, ETFs, and independent managers, with portfolios typically managed on a discretionary basis.