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Andrew H
CFP®, Series 63, Series 65
Petaluma, CA
Creekside Partners
Andrew Hempeck is a CFP® professional with 21 years of experience in the financial services industry. He has been with Creekside Partners Investment Counsel since 2007, where he works as part of a two-advisor team. Creekside Partners serves individuals, families, related trusts, nonprofit entities, and company retirement plans by providing financial planning, discretionary investment management, and general advisory services. The firm employs a primarily value-driven investment approach, emphasizing low-turnover, tax-efficient strategies using low-cost index mutual funds, ETFs, and individual municipal bonds when appropriate.
Teresa C
Series 66
Petaluma, CA
Creekside Partners
Teresa Coleman is a financial advisor with Creekside Partners Financial Advisers LLC in Petaluma, CA. She holds a Series 66 designation and has 21 years of industry experience, including over a decade at Creekside Partners. Creekside Partners serves individuals, families, related trusts, select nonprofit entities, and company retirement plans, providing financial planning, discretionary investment management, and general advisory services. The firm employs a primarily value-driven investment approach emphasizing low-turnover, tax-efficient strategies and constructs portfolios around client-specific roadmaps.
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