A complete list of active advisors currently associated with Hafnia Financial, Inc.
Warmer can help you find a great advisor at Hafnia Financial, Inc. or one who fits your needs even better.
Hafnia Financial is a small registered investment adviser that provides discretionary investment management and incidental financial planning to individuals — including both high‑net‑worth and non‑HNW clients — as well as retirement plans, trusts, estates, charitable organizations, and business entities. Services focus on portfolio construction, ongoing monitoring, and rebalancing under written investment management agreements, with client assets held at qualified custodians. The firm typically implements a core‑and‑satellite strategic asset allocation using passive indices and ETFs for core exposure and selective active managers for satellite positions, pursuing global diversification and generally avoiding frequent trading. As part of its implementation toolkit, the firm may allocate portions of client portfolios to third‑party subadvisors or Independent Managers and uses the Pontera order management system to view and manage “held‑away” employer‑sponsored retirement accounts for asset‑location and opportunistic rebalancing. Noteworthy distinctions include the firm’s routine selection and oversight of other advisers/subadvisors — including granting limited trading authority to those managers — and its formal program to manage held‑away retirement plan assets via a third‑party platform, features that are less common among similarly sized supported firms. The firm also discloses outside business activities (commissioned insurance sales through an affiliated insurance entity and non‑advisory services offered by personnel) and a prior regulatory settlement involving a principal at a former firm, each identified as potential conflicts and addressed through disclosure and supervisory procedures.
To learn more about the advisors currently working at Hafnia Financial, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
San Diego, CA
| 2
| |
San Diego, CA
| 23
|
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