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Humam S

Series 63, Series 65

Osterville, MA

Washington Financial Group, Inc.

Humam Sirhal is a financial advisor with Washington Financial Group, Inc. in Osterville, MA, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 24 years and has been involved with Washington Development Group, Inc. since 1991, where he provides civil engineering and construction management services. Sirhal also has experience in insurance sales. Washington Financial Group serves individual clients, high-net-worth individuals, and trust accounts by offering portfolio management, financial and estate planning, and access to managed portfolios. The firm employs a dynamic asset allocation approach based on risk tolerance analysis and uses mutual funds and third-party managers vetted through platforms like Envestnet and Schwab Institutional.

Wealth management Retirement income strategy Cash flow / budgeting
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Laura S

Series 65

Osterville, MA

Washington Financial Group, Inc.

Laura Sirhal is a financial advisor with Washington Financial Group, Inc. holding a Series 65 designation and over three years of industry experience. She has previously worked at Kranz Consulting, Inc., providing fund accounting and financial administration services for venture capital clients. Washington Financial Group provides advisory services to individuals, high-net-worth clients, and trusts, offering portfolio management, financial and estate planning, and access to in-house portfolios and third-party money managers. The firm uses a risk tolerance-based, dynamic asset allocation approach and incorporates both discretionary portfolio management and commissionable insurance and fund products.

Wealth management Retirement income strategy Cash flow / budgeting
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