Chief Investment Officer
Retirement Planning Specialist
Assistant Vice President
Assistant Vice President
Head of Operations
The freedom to know your family will be cared for.
The freedom to know your needs will be met.
The freedom to focus on enjoying your life.
It sounds simple — but the reality is that the road to financial freedom can feel daunting.
You have done much of the hard work - putting in the long hours, sacrificing time with the people you love, putting money away for the future.
But even with those critical steps taken, it may not always be clear how to turn your financial success into that elusive financial freedom.
The truth is that most of us don't know how wealth works.
What we know is that we just want it — to work.
We don't want to get caught up in the day-to-day decisions that come with managing our money.
We just want results—someone who can make it easier for us.
Someone we can trust — to help make our dreams, goals, and hopes for the future come true.
At Hawkins Laakso Wealth Management, we believe in simplifying the road to financial freedom.
That's why we work with successful entrepreneurs and executives to create a Family Office Experience designed to achieve their financial dreams by helping them manage, grow and secure their wealth.
In a time when people are more skeptical than ever about wealth managers, we aim to create an experience where our clients feel like family. Where they are treated with the same reverence and care for their portfolio as they would expect from a loved one. Where they work with someone who cares just as much (if not more) about their ability to achieve financial freedom and the growth of their wealth as they do.
We believe in integrity, transparency, and taking the time to ensure we understand each of our client's unique needs and desires. We take a holistic approach tailored to our client's financial profile and goals -- and then find innovative ways to help them secure their financial future and map out their path to financial freedom.
It's what we've done now for over 20 years. Help out clients build their wealth so they can focus on what truly matters most - the freedom to enjoy their life.
And we believe that's something to be truly happy about.
We are Hawkins Laakso.
California Insurance License #: 0C79127
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at firstname.lastname@example.org. Complaints about an Equitable Advisors FP should be directed to email@example.com.
Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/ SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.
Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
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