Thank you for visiting my website.
Grateful for the opportunity to live the life of my dreams by immigrating to the United States from Egypt as a teenager, I’ve spent every day since then focused on trying to pay it forward. That journey has led me to build a career in the financial services industry working with my clients to help them achieve their own financial goals and their dreams.
Starting with a part time job to help pay for college, I spent almost 25 years in the hospitality industry learning from some of the best companies in the world on providing a “gold standard” level of service. Coupling that training with my affiliation with Equitable Advisors, I help my clients develop sound financial strategies that evolve for every new chapter of their lives.
Together with my clients, I strive to:
- Understand your Goals & Objectives. The most important work I do is getting to know who you are.
- Respect your choices. There is a reason for the decisions you’ve made so far. I listen, learn and build on your existing assets – respecting choices you’ve made.
- Explore suitable options. When you have personal and practical questions, I’ll be ready with answers about the options that can help you make the most of what you’ve earned and saved.
- Design your financial plan. With insight and clarity, I offer new ways to help you make your own life’s most important decisions.
- Track your progress. I believe in giving you the knowledge and time you need to understand performance and more specifically, progress toward the goals you’ve communicated to me.
- Stay in touch. As the world and your goals change over time, your financial strategy should as well. With advice designed for you and products built to meet your needs at every stage of life, I help you secure your well-being, so you can live the life that’s most meaningful for you.
Over the years, I’ve built my business focused on meeting the needs of business owners, professionals and high net-worth individuals and their families. As a past educator of The Asian American Hotel Owners Association (AAHOA) and the California Lodging Industry Association (CLIA), I share a unique understanding of their financial challenges, having been a member and an investor in several hotels over the years.
Giving back to the community is very important to me. Since 2005 I have been an active member of the Bread of Life Rescue Mission helping those in need in my community. Globally, I am blessed to have the opportunity to sponsor Children’s educational fund with World Vision.
Let’s get started putting you on the road to financial independence. It starts with a simple conversation. Contact me at +1.619.850.4800, or via email at, Shahir.hanna@equitable.com or via the Contact Us tab on this website.