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Kaitlin H
CFP®, Series 66
Atascadero, CA
Hewell Financial Group, Inc.
Kaitlin Hewell is a CFP®-credentialed financial advisor with over 21 years of industry experience. She is the sole advisor at Hewell Financial Group, Inc., where she has worked since 2012. Her prior experience includes roles at Securities America, Inc., Financial Focus LLC, and National Planning Corporation. Outside of her advisory work, she operates a short-term rental Airbnb property. Hewell Financial Group provides discretionary asset management, comprehensive financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm manages approximately $334 million in discretionary assets for over 200 clients, employing a tailored investment approach based on clients’ goals, time horizons, and risk tolerance.
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