Shahir Hanna - Senior Financial Representative
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. As a Senior Financial Services Representative, Mr. Hanna is a trained professional who can help you identify your financial goals and determine the strategies and tax efficient wasy to help meet your objectives.
Mr. Hanna is a Senior Financial Services Representative and Principal Securities Registered Representative with Principal Financial Group. A careful listener, he provides a high level of individualized, comprehensive service by consulting with clients on financial strategies based on their individual objects and needs. Some of these strategies include but are not limited to: financial planning, retirement strategies, Employee Stock Ownership Plans (ESOPs), Defined Benefits and Contributions, Estate Planning, IRA, Roth IRA, and various Annuity products. He offers his clients unparalleled support in estate, business, charitable, retirement distribution, and sophisticated life insurance planning.
Mr. Hanna is an educator for the Asian American Hotel Owners Association (AAHOA) and the California Lodging Industry Association (CLIA), and conducts regular educational seminars through both organizations. He has over 25 years' experience in various managerial positions with several Fortune 500 companies including Hyatt Hotels, Cendant Corporation, and Wyndham World Wide. He has been a California resident for 30 years and is responsible for the development of several franchised and independent hotels through out the US. Mr. Hanna's extensive career in large corporations, as well as being a small business owner himself has provided him with the in-depth knowledge, experience, and resources required to maintain high standards of excellence and professionalism in all aspects of his work. He focuses his efforts and practice on providing financial services solutions to business owners and professionals.