DN
Dan Newman
Financial Advisor at Hayes Financial,
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Work Experience
Financial Advisor
Oct 2016 - Present · 8 years and 3 months
Vp, Financial Consultant
Jan 2014 - Oct 2016 · 2 years and 9 months
Financial Consultant
Jun 2012 - Jan 2014 · 1 years and 7 months
Company Details
2-10 Employees
Hayes Financial is an independent firm. It was founded with the vision that clients are not sources of revenue but people. People who deserve intentional, thoughtful, customized and sophisticated investment and financial advice from professionals they can trust. The team at Hayes Financial works with a select group of individuals and families in the Silicon Valley. Our clients are incredibly hard working people. Whether retired or still employed, they have labored for many years to arrive where they are. Now, they have hired us to harvest and manage all that has grown and been saved.
Year Founded
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Social Media
Linkedin
Industry
Financial Services
HQ Location
99 Almaden Ave San Jose, CA 95118, US
Keywords
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