From Left to Right: Connor Hartwell, Daniell Stearns, Phil Hartwell, Grant Hartwell
Connor Hartwell, CFP®, CIMA®, CPA(inactive)
As one of the principal advisors of the firm, Connor brings a robust professional history to the team. He holds his Certified Financial Planner (CFP®) designation, Certified Investment Management Analyst (CIMA®) designation, and an inactive Certified Public Accountant (CPA) license. He received his bachelor's degree from UC Santa Barbara in Economics and Accounting. Prior to joining the firm in 2019, Connor worked in public accounting, private wealth management, and mutual fund sales. His areas of expertise include portfolio construction, tax planning, and investment analysis. On his days off, Connor enjoys spending time with his wife, Alex, and their daughter.
Daniell Stearns
Daniell Stearns serves as office manager of Hartwell Financial Services and 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 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.
Grant Hartwell, CFP®
Grant Hartwell, CFP®, is one of the principal advisors of the firm. Having worked with Phil for over 10 years, Grant helps make sure that the client experience stays consistent and focused on 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 family.
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.
Roger
Lexi
When you walk in the door of our office, we do our best to make you feel at home. Because we know that trusting someone enough to talk about your finances requires a leap of faith.
You've worked hard, you've saved, and you want to make sure that you continue to make good decisions - including hiring respectable financial advisors that have your best interest in mind.
To us, financial planning is about making recommendations that are right for you. We don't believe that "one size fits all". So, we take the time to get to know you, and then we walk you through a broad range of possible options.
And, because your circumstances change over time, we will continue to meet with you over the years to keep your plan up to date as well. We are proud of the fact that many of our clients have worked with us for decades, and we would hope to create a long-term relationship with you as well.
Our Founder
Firm established in 1986 by Phil Hartwell in Torrance, CA. Many of his first clients were pre-retirees in the local aerospace industry.
Our Philosophy
Financial planning is an essential part of our approach, and Phil first earned his CFP® designation in 1988.
Read more about the CFP® marks here.
Our Family
Brothers Connor & Grant Hartwell.
Grant started working with Phil in 2013, and Connor joined the team in 2019. Both have since earned their CFP® designations.