Our Firm

Phil Hartwell, CFP®:  Phil started Hartwell Financial Services in 1983 and continues to serve as the firm’s principal advisor. Having earned his Certified Financial Planning designation early in his career, Phil’s philosophy is centered around comprehensive financial planning.  He also serves as a branch manager for Royal Alliance, working with other advisors to maintain their businesses.  Phil’s areas of expertise include investment research, retirement income planning, working with small business owners, and college education planning.  In his free time, Phil enjoys cooking with his wife Kelly, and visiting his family on the East Coast.

Connor Hartwell, CPA, CIMA®: Connor is a 10-year veteran of the financial services industry. He holds both a Certified Public Accountant (CPA) license and Certified Investment Management Analyst (CIMA®) designation, as well as his bachelor’s degree from UC Santa Barbara in Economics and Accounting.  Prior to joining Hartwell Financial Services, Connor worked in public accounting, private wealth and investment management.  His areas of expertise include portfolio construction, tax planning, and investment analysis.  On his days off, Connor enjoys surfing, yoga, and  being back in Southern California with his wife, Alex.

Grant Hartwell, CFP®:  Grant is a graduate of PVPHS, UC Santa Cruz, and UCLA Extension.  As a Certified Financial Planning professional, he helps make sure that our firm's client experience stays focused around comprehensive financial planning.  His areas of expertise include cash flow and debt management, insurance planning, and multi-generational legacy planning.  You will also find him leading the enrollment meetings for our 401(k) clients.  When Grant is not at the office, he enjoys staying active, and exploring Los Angeles with his fiancé, Elisa.

Daniell Stearns: Daniell, a lifelong resident of the South Bay, and graduate of Palos Verdes Peninsula High School started her career at Hartwell Financial Services in 2011.  As the office manager, Daniell handles many of the important logistics for the team.  From tracking required minimum distributions to keeping client records up to date, Daniell is deeply knowledgeable on the ins and outs of our daily operations. In addition to helping the HFS team, she provides many of the other advisors in our branch with the necessary information to conduct their businesses effectively.  When not at work, Daniell enjoys spending time with her husband, Steve, and their two beautiful children.