Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
John H
Series 65
San Jose, CA
Hathaway Financial LLC
John Hathaway is a financial advisor at Hathaway Financial LLC in San Jose, CA, holding a Series 65 designation with eight years of industry experience. Prior to founding his independent firm in 2018, he worked for six years at Netflix. Hathaway Financial LLC provides ongoing portfolio management services to individual and high-net-worth clients, tailoring Investment Policy Statements to each client’s goals, income, tax considerations, and risk tolerance. The firm combines fundamental analysis, quantitative models, and modern portfolio theory with a long-term trading horizon, primarily recommending ETFs alongside mutual funds, fixed income, REITs, and other securities.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters