Team Hewins, LLC

Philip Herzberg is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Team Hewins, LLC since 2021. He previously worked at The Lubitz Financial Group from 2015 to 2021. Herzberg holds leadership roles in several nonprofit and professional organizations, including trustee of the Jewish Community Foundation and chair of the Jewish Federation Broward County Advisory Philanthropy initiative. Team Hewins, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm’s investment process is guided by an Investment Committee using Modern Portfolio Theory, with a focus on retirement plan services and a notable mix of discretionary and non-discretionary assets under management.

Richard Larsen is a financial advisor with Team Hewins, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Team Hewins in 2024, he worked at Insight Global from 2019 to 2024. Team Hewins, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm emphasizes a structured investment process led by an Investment Committee, with a focus on both discretionary and non-discretionary asset management and specialized retirement plan services.

Mikhael Balachov is a financial advisor at Team Hewins, LLC with four years of industry experience. He holds a Series 65 designation and has been with Team Hewins since 2018, previously working at Hewins Financial Advisors, LLC from 2005 to 2018. Balachov serves as a board member of The Russian Center of San Francisco, where he participates in board meetings and annual festival planning. Team Hewins, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm’s investment process is guided by an Investment Committee using Modern Portfolio Theory and offers specialized retirement plan services, managing approximately $3.43 billion in regulatory assets under management.

Roger Hewins is a Series 65-licensed financial advisor with 25 years of industry experience. He is currently with Team Hewins, LLC and has held positions at Wipfli Hewins Investment Advisors, LLC and Hewins Financial Advisors, LLC. Team Hewins, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm’s investment approach is guided by an Investment Committee that uses Modern Portfolio Theory to construct model portfolios and emphasizes retirement plan services, managing approximately $3.43 billion in assets with a focus on both discretionary and non-discretionary strategies.

Christopher Anderson is a financial advisor at Team Hewins, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Team Hewins in various capacities since 2015. Team Hewins, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm’s investment approach is guided by an Investment Committee using Modern Portfolio Theory and offers specialized retirement plan services, managing approximately $3.43 billion in regulatory assets.

Karl Schwartz is a CFP® and holds a Series 65 license with 17 years of industry experience. He has been with Team Hewins, LLC and its predecessor, Hewins Financial Advisors, since 2011. Team Hewins, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm’s investment approach involves model portfolios guided by an Investment Committee and includes retirement plan services with a focus on ERISA fiduciary responsibilities.

Margaret Avery is a financial advisor at Team Hewins, LLC with a Series 65 credential and one year of experience at the firm. Her prior work includes roles at the Ritz-Carlton Half Moon Bay, San Jose Sharks, and Santa Clara University, among others. Team Hewins, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm’s investment process involves an Investment Committee that develops model portfolios based on Modern Portfolio Theory, with a focus on retirement plan services and a notable mix of discretionary and non-discretionary asset management.

Ka Tye Koo is a financial advisor at Team Hewins, LLC with 12 years of industry experience and a Series 65 designation. Koo has worked with Team Hewins since 2018, including its predecessor firm, Hewins Financial Advisors, LLC. Team Hewins, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm’s investment process is guided by an Investment Committee that constructs portfolios based on Modern Portfolio Theory and offers specialized retirement plan services, managing approximately $3.43 billion in assets.

Thuong Thien is a CFP® with 17 years of industry experience, currently serving as an advisor at Team Hewins, LLC since 2018. Prior to this, Thien worked at various Hewins-affiliated firms from 2013 to 2018. Team Hewins, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm’s investment approach is guided by an Investment Committee that constructs model portfolios based on Modern Portfolio Theory and manages assets using mutual funds, ETFs, independent managers, and private investment funds, with a notable focus on retirement plan services and fiduciary management.

Carolyn Kelly is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Team Hewins, LLC. She has worked at Team Hewins and its related entities since 2015. Team Hewins, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm’s investment process is guided by an Investment Committee using Modern Portfolio Theory and offers a range of portfolio management services including tax‑loss harvesting and retirement plan fiduciary services.

Deborah Peri is a CFP®-certified financial advisor with 17 years of industry experience. She is currently with Team Hewins, LLC and has previously worked at Redwood Park Advisors, LLC and Curran & Lewis Investment Management, Inc. Team Hewins, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm’s investment approach is guided by an Investment Committee that constructs model portfolios based on Modern Portfolio Theory and offers specialized retirement plan services, managing a diverse asset mix with a focus on both discretionary and non-discretionary management.

Alireza Hosseinlar is a CFP® with three years of industry experience, currently serving as a financial advisor at Team Hewins, LLC. His prior work includes roles at Stifel Financial Corp. and various educational institutions. Team Hewins, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm’s investment approach is guided by an Investment Committee using Modern Portfolio Theory and offers specialized retirement plan services, managing approximately $3.43 billion in regulatory assets.

Luke Hayes is a financial advisor at Team Hewins, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at State Street Global Advisors Trust Company, Fidelity Brokerage Services, and Charles Schwab. Team Hewins, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, as well as business entities, trusts, and retirement plans. The firm’s investment approach incorporates model portfolios based on Modern Portfolio Theory, with a focus on retirement plan services and a mix of discretionary and non-discretionary asset management.

Derek France is a financial advisor with Team Hewins, LLC in Foster City, CA, holding a Series 65 designation and eight years of industry experience. He has been with Team Hewins since 2018 and previously worked at Hewins Financial Advisors, LLC from 2015 to 2018. Team Hewins, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm emphasizes a disciplined investment approach guided by an Investment Committee, with expertise in retirement plan services and a notable asset mix that includes significant non-discretionary management.

Kaycia Rossi is a Series 65-licensed financial advisor with Team Hewins, LLC, bringing several years of industry experience that includes roles at Thornburg Investment Management, Cambridge Associates, and Akin Gump Strauss Hauer & Feld. She has been with Team Hewins since 2021. Team Hewins, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm’s investment approach is guided by an Investment Committee that builds model portfolios based on Modern Portfolio Theory and offers specialized retirement plan services, managing a notable mix of discretionary and non-discretionary assets.