Daniel Hawley is a CFP® professional with 43 years of industry experience. He is the principal of Hawley Advisors in Walnut Creek, CA, where he has worked since 2005. Prior to founding Hawley Advisors, he spent seven years at Foothill Securities, Inc. Hawley Advisors offers personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm primarily serves individual and high-net-worth clients, employing a strategic asset allocation approach based on Modern Portfolio Theory, with investments mainly in no-load or load-waived mutual funds and exchange-traded funds.

Shirley Coria is a financial advisor with Hawley Advisors, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. Her prior roles include positions at Ni Advisors, Inc., Independent Financial Group, LLC, and NPB Financial Group, LLC. She also works as an independent financial operations consultant, providing operational assistance to other financial advisors. Hawley Advisors offers personalized financial planning and discretionary investment management primarily to individual and high-net-worth clients, utilizing a strategic asset allocation approach based on Modern Portfolio Theory with mutual funds and ETFs. The firm manages approximately $74.2 million in client assets across 59 households and provides quarterly performance reporting.