Shahir Hanna

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be planning for your children's college education, protecting your retirement income, securing financial freedom for your loved ones in the event of sudden disability or death, or any other goal you may have. Goals are not met by accident. It is important to determine what you would like to achieve financially, and then map out a strategy that will help you meet your goals. The good news is, it's never too late to start planning.

Of course, planning your financial future and dreams can be intimidating. Luckily, you don't have to do it alone. Mr. Hanna is a Senior Financial Services Representative and Principal Securities Registered Representative with Principal Financial Group(R). A careful listener, he provides an elevated level of individualized, comprehensive service by consulting with clients on financial strategies based on their individual objectives and needs.

Mr. Hanna has relationships with the Asian American Hotel Owners Association (AAHOA), the California Lodging Industry Association (CLIA), and the California Hotel & Lodging Association (CH&LA) and conducts regular educational seminars for members of these organizations on various Estate & Financial Planning topics. With over 25 years of industry experience, an extensive career with Fortunate 500 publicly traded corporations such as Hyatt Hotels, Wyndham Hotels & Cendent Corp., as well as being a small business owner himself, Mr. Hanna has the in-depth knowledge, experience, and resources required to maintain lofty standards of excellence and professionalism in all aspects of his work. He focuses his efforts and practice on providing financial services and solutions to business owners and professionals.