International Wealth Advisor
As an International Wealth Advisor, Hanna ensures RFA clients residing both domestically and abroad have the support necessary to accomplish their personal and financial goals. Using a team approach, she helps clients navigate international rules and regulations to create customized financial plans and identify investment strategies best suited to their unique situations. Serving as a trusted advisor, Hanna looks forward to building long lasting relationships with her clients.
In her pervious role, Hanna worked as a Client Service Representative, acting as a liaison between Senior Wealth Advisors and clients to coordinate care. In total, she brings more than six years of customer service management experience to her role. Hanna graduated summa cum laude from San Diego State University, specializing in organizational communication with a minor in Spanish. She currently holds her FINRA series 65 license and is working toward her CERTIFIED FINANCIAL PLANNER™ certification.
As a San Diego native, Hanna takes advantage of all the city has to offer. In her personal time, she and her husband can be found anywhere outdoors; hiking, camping, backpacking, and sailing are some of their favorite hobbies.
Why I Do What I do:
It’s very important to me that I work for a company whose objectives match my personal values. I am excited to have found a home with Reilly Financial Advisors and grateful for the opportunity to help our clients fulfill their dreams. It’s an honor to work for a company that puts honesty, truthfulness, reliability, and caring above all else.