Hillcrest Financial Group

Dean Solomon is a Certified Financial Planner™ (CFP®) with 22 years of industry experience. He is currently a member of the four-advisor team at Hillcrest Financial Group, where he has worked since 2022. Prior to joining Hillcrest, he held roles at Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Thrivent Financial for Lutherans. Hillcrest Financial Group provides financial planning, consulting, discretionary investment management, and retirement plan consulting to individuals, trusts, estates, corporations, and qualified employee benefit plans. The firm employs Modern Portfolio Theory to construct tailored portfolios and manages approximately $471 million in discretionary assets for a few hundred clients.

David Harrington is a CFP® and ChFC® with 14 years of experience in financial advising. He is currently with Hillcrest Financial Group, where he has worked since 2022, following roles at Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Thrivent Financial. Hillcrest Financial Group provides financial planning, investment management, and retirement plan consulting to individuals, trusts, corporations, and employee benefit plans. The firm uses Modern Portfolio Theory to construct tailored portfolios combining mutual funds, ETFs, and individual securities, and manages approximately $471 million in discretionary assets.

Jordan Kane is a financial advisor at Hillcrest Financial Group in Thousand Oaks, CA, with six years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Hillcrest Financial Group in 2023, Mr. Kane worked at Pacific Financial Strategies, Inc., Affordable Engineering Services, and held multiple roles at Northwestern Mutual from 2019 to 2020. He also served eight years in the Armed Forces. Hillcrest Financial Group provides financial planning, consulting, discretionary investment management, and retirement plan consulting to individuals, trusts, estates, corporations, and qualified employee benefit plans. The firm employs Modern Portfolio Theory to build tailored portfolios combining mutual funds, ETFs, and individual securities, and manages approximately $471 million in discretionary assets for several hundred clients.

Anna Bogorodchenko is a financial advisor at Hillcrest Financial Group in Thousand Oaks, CA. She holds a Series 65 designation and has recently begun her advisory career, joining Hillcrest Financial Group in 2025. Her prior experience includes roles at CIBC Wood Gundy and RBC Dominion Securities. Hillcrest Financial Group offers financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, corporations, and qualified employee benefit plans. The firm uses Modern Portfolio Theory to construct tailored portfolios combining mutual funds, ETFs, and individual securities, and manages approximately $471 million in discretionary assets for a client base served by a four-advisor team.

Andrew Price is a financial advisor at Hillcrest Financial Group in Thousand Oaks, CA, with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Purshe Kaplan Sterling Investments and Thrivent Financial affiliates. He serves on the board of the Habitat for Humanity Young Professionals Group, contributing to event coordination and marketing efforts. Hillcrest Financial Group provides financial planning, consulting, discretionary investment management, and retirement plan consulting to individuals, trusts, estates, corporations, and qualified employee benefit plans. The firm constructs tailored portfolios using Modern Portfolio Theory and manages approximately $471 million in discretionary assets for a diverse client base.